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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES4 years Filed as: ASPIRE ADVISORS, LLC Service code 27 · EIN 14-1764768 | Advisory (Plan) | $190,807 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $57,365 |
NATIONAL FINANCIAL SERVICES6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,265 | $58,879+246.9% | $178,490+14.4% | $73,488+178.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.69% | 24.86%-9.2pp | 151.07%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $15,584 | $2,236+596.9% | $5,011+211.0% | $2,270+586.5% |
| Participant deferral / active EE | $15,851 | $2,567+517.4% | $5,202+204.7% | $3,740+323.9% |
| Admin fee / account holder | $491 | $400+22.8% | $13,984-96.5% | $513-4.2% |