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 3-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 |
|---|---|---|
Service code 15 · EIN 58-1485803 | Recordkeeping | $61,535 |
VENTURA2+ years Filed as: VENTURA ESOP FIDUCIARY SERVICES LLC Service code 11 · EIN 82-2898965 | Actuarial | $26,000 |
Service code 10 · EIN 54-1953476 | Accounting | $13,500 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,821 | $165,984-56.7% | $164,813-56.4% | $145,922-50.8% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 13.55% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.7pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $282 | $16,648-98.3% | $12,690-97.8% | $13,397-97.9% |