See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
VBA BENEFITS CORPORATION3 years Service code 99 · EIN 54-1741662 | Other Fees | $58,333 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $327 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,695 | $132,049+3.5% | $200,582-31.9% | $74,304+84.0% |
| Participation rate | 91.1% | 84.1%+7.0pp | 86.9%+4.2pp | 60.3%+30.7pp |
| Annual return | 16.39% | 22.22%-5.8pp | 42.33%-25.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $331 | $4,558-92.7% | $6,419-94.8% | $2,241-85.2% |
| Participant deferral / active EE | $6,531 | $7,213-9.5% | $9,331-30.0% | $3,767+73.3% |
| Admin fee / account holder | $831 | $2,405-65.5% | $16,305-94.9% | $2,969-72.0% |