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 |
|---|---|---|
VENTURA4 years Filed as: VENTURA ESOP FIDUCIARY SERVICES Service code 24 · EIN 82-2898965 | Discretionary Trustee | $41,027 |
Employer contribution per participant 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 | $71,228 | $82,978-14.2% | $129,995-45.2% | $71,457-0.3% |
| Participation rate | 93.1% | 74.1%+19.0pp | 78.5%+14.6pp | 67.9%+25.2pp |
| Annual return | 22.14% | 20.60%+1.5pp | -137.18%+159.3pp | 28.85%-6.7pp |
| Employer contribution / active EE | $100 | $2,622-96.2% | $4,320-97.7% | $2,588-96.1% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $136 | $1,729-92.1% | $10,614-98.7% | $1,587-91.4% |