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 |
|---|---|---|
Filed as: VENTURE VISIONARY PARTNERS Service code 99 · EIN 83-4717882 | Other Fees | $27,163 |
Filed as: CBIZ RETIREMENT & INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $8,922 |
ROWMARK1 year Service code 99 · EIN 20-5966443 | Other Fees | $7,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,973 | $79,428-27.0% | $106,548-45.6% | $79,386-27.0% |
| Participation rate | 92.7% | 74.1%+18.5pp | 76.1%+16.5pp | 70.7%+22.0pp |
| Annual return | 13.71% | 18.27%-4.6pp | 26.80%-13.1pp | 116.85%-103.1pp |
| Employer contribution / active EE | $739 | $2,234-66.9% | $2,819-73.8% | $2,427-69.6% |
| Participant deferral / active EE | $2,834 | $3,823-25.9% | $4,398-35.6% | $4,046-30.0% |
| Admin fee / account holder | $297 | $523-43.2% | $7,407-96.0% | $626-52.6% |