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 27 · EIN 83-4717882 | Advisory (Plan) | $58,675 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,055 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,777 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $9,439 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,722 | $45,031-20.7% | $84,966-58.0% | $77,643-54.0% |
| Participation rate | 92.5% | 48.7%+43.8pp | 67.5%+25.0pp | 70.6%+21.9pp |
| Annual return | 15.56% | 79.22%-63.7pp | 66.38%-50.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $348 | $1,609-78.4% | $2,727-87.2% | $2,726-87.2% |
| Participant deferral / active EE | $3,173 | $2,807+13.0% | $4,519-29.8% | $4,647-31.7% |
| Admin fee / account holder | $228 | $912-75.0% | $6,149-96.3% | $430-47.1% |