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 | Account maintenance fees; Participant... | $294,387 |
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE ADVISORS, LLC Service code 27 · EIN 14-1764768 | Advisory (Plan) | $166,702 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,077 | $37,196+295.4% | $154,107-4.6% | $55,725+163.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -3.54% | 1319.68%-1323.2pp | 735.12%-738.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $8,960 | $1,614+455.1% | $5,298+69.1% | $2,078+331.2% |
| Participant deferral / active EE | $9,386 | $2,068+353.8% | $5,081+84.7% | $3,356+179.7% |
| Admin fee / account holder | $852 | $102+738.6% | $13,411-93.6% | $115+639.7% |