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 SERVICE Service code 64 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping Fees | $34,677 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $18,325 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,188 | $82,202+26.7% | $125,339-16.9% | $64,808+60.8% |
| Participation rate | 92.7% | 77.9%+14.9pp | 82.4%+10.4pp | 71.5%+21.3pp |
| Annual return | 708.15% | 3.48%+704.7pp | 572.05%+136.1pp | 32.82%+675.3pp |
| Employer contribution / active EE | $3,751 | $3,615+3.7% | $4,814-22.1% | $2,506+49.7% |
| Participant deferral / active EE | $8,589 | $7,175+19.7% | $7,446+15.3% | $4,310+99.3% |
| Admin fee / account holder | $136 | $163-16.8% | $10,010-98.6% | $188-27.7% |