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 |
|---|---|---|
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% |