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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VENTURE VISIONARY PARTNERS Service code 27 · EIN 83-4717882 | Advisory (Plan) | $40,667 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,546 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,460 | $34,677-26.6% | $77,024-66.9% | $64,808-60.7% |
| Participation rate | 90.7% | 49.8%+40.8pp | 67.9%+22.8pp | 71.5%+19.2pp |
| Annual return | -19.10% | -5.33%-13.8pp | 42.32%-61.4pp | 32.82%-51.9pp |
| Employer contribution / active EE | $319 | $1,370-76.7% | $2,812-88.7% | $2,506-87.3% |
| Participant deferral / active EE | $2,889 | $2,556+13.0% | $4,426-34.7% | $4,310-33.0% |
| Admin fee / account holder | $207 | $179+16.2% | $5,425-96.2% | $188+10.5% |