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 4-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 |
|---|---|---|
VENTURA1 year Filed as: VENTURA ESOP FIDUCIARY SERVICES Service code 21 · EIN 82-2898965 719 W MINNEHAHA PKWY · MINNEAPOLIS, MN 55419 | Bank Trustee | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,263 | $80,724-36.5% | $103,333-50.4% | $74,495-31.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -55.62% | 27.56%-83.2pp | 24.88%-80.5pp | 1364.94%-1420.6pp |
| Employer contribution / active EE | $38,197 | $3,157+1109.8% | $3,868+887.5% | $2,623+1356.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $195 | $2,368-91.8% | $8,355-97.7% | $1,942-90.0% |