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 9-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 SERVICES2+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $17,704 |
HJ WEALTH MANAGEMENT LLC2+ years Service code 27 · EIN 33-1109526 | Advisory (Plan) | $15,338 |
PENSION PLAN CONSULTANTS LLC2+ years Service code 16 · EIN 26-4274775 | Consulting | $9,383 |
JUMP PERRY & CO LLP2+ years Filed as: JUMP, PERRY AND CO. LLP Service code 10 · EIN 22-2264838 | Accounting | $6,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,785 | $46,732-64.1% | $156,549-89.3% | $55,167-69.6% |
| Participation rate | 79.8% | 65.8%+14.0pp | 84.0%-4.2pp | 69.0%+10.8pp |
| Annual return | 7.06% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $561 | $2,105-73.4% | $5,501-89.8% | $1,963-71.4% |
| Participant deferral / active EE | $1,201 | $2,204-45.5% | $4,871-75.3% | $3,054-60.7% |
| Admin fee / account holder | $209 | $418-50.2% | $13,027-98.4% | $504-58.6% |