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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.
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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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES5 years Filed as: ASPIRE ADVISORS, LLC Service code 27 · EIN 14-1764768 | Advisory (Plan) | $216,562 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $66,377 |
NATIONAL FINANCIAL SERVICES7+ 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,949 | $95,416+163.0% | $185,823+35.0% | $85,850+192.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.78% | 23.59%-6.8pp | 122.05%-105.3pp | 318.53%-301.8pp |
| Employer contribution / active EE | $10,602 | $3,314+220.0% | $5,167+105.2% | $2,565+313.3% |
| Participant deferral / active EE | $11,168 | $3,423+226.2% | $5,568+100.6% | $3,952+182.6% |
| Admin fee / account holder | $615 | $7,213-91.5% | $16,237-96.2% | $6,260-90.2% |