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 SERVICES6 years Filed as: ASPIRE ADVISORS, LLC Service code 27 · EIN 14-1764768 | Advisory (Plan) | $198,056 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $58,869 |
NATIONAL FINANCIAL SERVICES8+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,206 | $65,061+230.8% | $143,757+49.7% | $66,914+221.6% |
| Participation rate | 88.1% | 65.2%+22.9pp | 80.3%+7.8pp | 69.8%+18.3pp |
| Annual return | -18.94% | -11.14%-7.8pp | -0.04%-18.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $9,443 | $2,361+300.0% | $4,951+90.7% | $2,544+271.2% |
| Participant deferral / active EE | $10,127 | $2,919+246.9% | $5,637+79.6% | $4,237+139.0% |
| Admin fee / account holder | $600 | $502+19.6% | $14,673-95.9% | $593+1.2% |