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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $25,810 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE ADVISORS Service code 16 · EIN 11-3570505 | Consulting | $16,788 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,435 | $46,360-51.6% | $147,614-84.8% | $52,331-57.1% |
| Participation rate | 47.9% | 64.9%-17.0pp | 84.6%-36.7pp | 68.1%-20.2pp |
| Annual return | 0.81% | 1.62%-0.8pp | 61.98%-61.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $455 | $2,126-78.6% | $5,564-91.8% | $1,882-75.8% |
| Participant deferral / active EE | $1,341 | $2,258-40.6% | $4,895-72.6% | $3,022-55.6% |
| Admin fee / account holder | $195 | $766-74.5% | $11,611-98.3% | $592-67.0% |