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.
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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) | $19,905 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,641 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,127 | $79,171-29.1% | $102,423-45.2% | $74,495-24.7% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 11.06% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,333 | $2,362-1.3% | $3,023-22.8% | $2,623-11.1% |
| Participant deferral / active EE | $5,273 | $4,415+19.4% | $5,053+4.4% | $4,346+21.3% |
| Admin fee / account holder | $145 | $2,001-92.8% | $9,451-98.5% | $1,942-92.5% |