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 | Participant loan processing; Particip... | $181,781 |
ASPIRE FINANCIAL SERVICES3 years Filed as: ASPIRE ADVISORS, LLC Service code 27 · EIN 14-1764768 | Advisory (Plan) | $177,191 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $175,433 | $62,928+178.8% | $172,739+1.6% | $67,579+159.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 22.99% | 30.36%-7.4pp | 802.84%-779.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $8,859 | $1,636+441.4% | $5,143+72.2% | $2,148+312.5% |
| Participant deferral / active EE | $9,277 | $2,145+332.5% | $5,198+78.5% | $3,539+162.1% |
| Admin fee / account holder | $634 | $167+280.6% | $13,954-95.5% | $142+345.7% |