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 SERVICES7 years Filed as: ASPIRE ADVISORS, LLC Service code 27 · EIN 14-1764768 | Advisory (Plan) | $188,244 |
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $53,588 |
NATIONAL FINANCIAL SERVICES9+ 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.)
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 | $253,395 | $77,899+225.3% | $149,673+69.3% | $75,163+237.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.22% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $10,987 | $3,137+250.2% | $4,818+128.1% | $2,670+311.5% |
| Participant deferral / active EE | $11,700 | $3,411+243.0% | $5,680+106.0% | $4,125+183.6% |
| Admin fee / account holder | $608 | $5,956-89.8% | $13,210-95.4% | $5,651-89.2% |