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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $34,187 |
Filed as: VENTURE VISIONARY PARTNERS Service code 27 · EIN 83-4717882 | Advisory (Plan) | $32,489 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,679 | $43,133-31.2% | $89,391-66.8% | $73,488-59.6% |
| Participation rate | 92.0% | 55.0%+37.0pp | 68.0%+24.0pp | 70.7%+21.3pp |
| Annual return | 18.94% | 135.66%-116.7pp | 245.62%-226.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $242 | $1,438-83.2% | $2,586-90.6% | $2,270-89.3% |
| Participant deferral / active EE | $2,549 | $2,445+4.3% | $3,890-34.5% | $3,740-31.8% |
| Admin fee / account holder | $194 | $444-56.2% | $4,881-96.0% | $513-62.1% |