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 SERVICES2 years Filed as: ASPIRE FINANCIAL Service code 15 · EIN 27-1033755 | Recordkeeping | $23,817 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,816 | $63,299-40.3% | $91,001-58.4% | $62,292-39.3% |
| Participation rate | 75.6% | 73.3%+2.3pp | 75.6%0pp | 69.5%+6.1pp |
| Annual return | 13.44% | 20.99%-7.6pp | 4.60%+8.8pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,393 | $1,807-22.9% | $2,456-43.3% | $2,042-31.8% |
| Participant deferral / active EE | $2,094 | $2,943-28.9% | $3,547-41.0% | $3,169-33.9% |
| Admin fee / account holder | $234 | $468-50.0% | $5,417-95.7% | $479-51.2% |