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 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 RETIREMENT6+ years Service code 15 50 JACKSON AVENUE · SYOSSET, NY 11791 | Recordkeeping | $0 |
MANCHESTER ADVISORS6+ 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 | $191,141 | $99,957+91.2% | $149,696+27.7% | $73,488+160.1% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.5%+14.2pp | 70.7%+26.0pp |
| Annual return | 18.05% | 53.87%-35.8pp | 276.60%-258.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $5,663 | $3,191+77.5% | $4,644+21.9% | $2,270+149.5% |
| Participant deferral / active EE | $8,848 | $6,073+45.7% | $6,842+29.3% | $3,740+136.6% |
| Admin fee / account holder | $741 | $551+34.5% | $9,309-92.0% | $513+44.4% |