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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $48,105 |
VBA BENEFITS CORPORATION4 years Service code 99 · EIN 54-1741662 | Other Fees | $21,525 |
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 | $52,524 | $138,385-62.0% | $184,200-71.5% | $80,874-35.1% |
| Participation rate | 97.6% | 83.9%+13.8pp | 86.8%+10.8pp | 67.6%+30.0pp |
| Annual return | 17.27% | 20.02%-2.7pp | 28.80%-11.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $2,826 | $4,849-41.7% | $6,424-56.0% | $2,756+2.6% |
| Participant deferral / active EE | $5,291 | $7,073-25.2% | $9,132-42.1% | $4,297+23.1% |
| Admin fee / account holder | $403 | $10,483-96.2% | $13,907-97.1% | $6,935-94.2% |