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 7-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 |
|---|---|---|
VENTURA1 year Filed as: VENTURA ESOP FIDUCIARY SERVICES Service code 21 · EIN 82-2898965 | Bank Trustee | $20,000 |
PENDO ADVISORS3+ years Filed as: PENDO ADVISORS, INC. Service code 34 200 S. WACKER DRIVE, SUITE 3100 · CHICAGO, IL 60606 | Valuation (appraisals, etc.) | $17,093 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $7,630 |
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 | $44,286 | $81,474-45.6% | $133,956-66.9% | $73,488-39.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 5.60% | 19.40%-13.8pp | 45.09%-39.5pp | 28.51%-22.9pp |
| Employer contribution / active EE | $1,249 | $2,209-43.5% | $3,919-68.1% | $2,270-45.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $152 | $713-78.7% | $8,927-98.3% | $513-70.4% |