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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $25,355 |
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE ADVISORS Service code 16 · EIN 11-3570505 | Consulting | $19,425 |
LOEB2 years Filed as: LOEB & TROPER Service code 10 · EIN 13-1517563 | Accounting | $9,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,462 | $55,453-41.5% | $170,442-81.0% | $62,292-47.9% |
| Participation rate | 41.2% | 66.4%-25.2pp | 83.6%-42.4pp | 69.5%-28.3pp |
| Annual return | 11.58% | 21.38%-9.8pp | 205.93%-194.4pp | 28.90%-17.3pp |
| Employer contribution / active EE | $511 | $2,164-76.4% | $5,433-90.6% | $2,042-75.0% |
| Participant deferral / active EE | $1,559 | $2,303-32.3% | $4,939-68.4% | $3,169-50.8% |
| Admin fee / account holder | $285 | $455-37.5% | $13,880-98.0% | $479-40.6% |