See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VBA BENEFITS CORPORATION2 years Service code 99 · EIN 54-1741662 | Other Fees | $56,591 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $34,697 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,066 | $130,194-20.8% | $169,993-39.4% | $71,457+44.2% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.0%+12.1pp | 67.9%+31.2pp |
| Annual return | 18.30% | 20.37%-2.1pp | 53.37%-35.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $5,564 | $4,381+27.0% | $6,785-18.0% | $2,588+115.0% |
| Participant deferral / active EE | $5,693 | $6,923-17.8% | $10,408-45.3% | $4,289+32.7% |
| Admin fee / account holder | $575 | $966-40.4% | $12,815-95.5% | $1,587-63.8% |