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 SERVICES5+ years Filed as: ASPIRE FINANCIAL SVC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Recordkeeping | $0 |
Service code 99 · EIN 22-3217322 29 SAWYER ROAD · WALTHAM, MA 024530081 | Other Fees | $0 |
GRANITE RETIREMENT5+ years Service code 15 50 JACKSON AVENUE · SYOSSET, NY 11791 | Recordkeeping | $0 |
MANCHESTER ADVISORS5+ years Service code 27 · EIN 21-1817908 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $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 | $164,000 | $89,652+82.9% | $141,162+16.2% | $65,185+151.6% |
| Participation rate | 95.0% | 74.7%+20.3pp | 82.5%+12.5pp | 70.2%+24.8pp |
| Annual return | 23.67% | 32.79%-9.1pp | 71.39%-47.7pp | 29.38%-5.7pp |
| Employer contribution / active EE | $5,206 | $3,065+69.9% | $4,735+9.9% | $2,177+139.2% |
| Participant deferral / active EE | $8,714 | $5,691+53.1% | $6,709+29.9% | $3,514+148.0% |
| Admin fee / account holder | $635 | $569+11.8% | $10,261-93.8% | $847-25.0% |