Filed August 26, 2025 (most recent of 4 filings on file)
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 64 · EIN 71-0294708 | Recordkeeping Fees | $48,167 |
VBA BENEFITS CORPORATION6+ years Service code 99 · EIN 54-1741662 | Other Fees | $33,365 |
RELIANCE TRUST COMPANY6+ years Service code 64 · EIN 58-1428634 | Recordkeeping Fees | $12,580 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,977 | $136,307-1.7% | $177,821-24.7% | $73,488+82.3% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.7%+4.8pp | 70.7%+21.9pp |
| Annual return | 11.09% | 18.68%-7.6pp | 48.32%-37.2pp | 28.51%-17.4pp |
| Employer contribution / active EE | $2,792 | $3,712-24.8% | $5,918-52.8% | $2,270+23.0% |
| Participant deferral / active EE | $5,346 | $5,829-8.3% | $7,714-30.7% | $3,740+43.0% |
| Admin fee / account holder | $350 | $596-41.3% | $12,427-97.2% | $513-31.8% |