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 7-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 Service code 15 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Recordkeeping | $5,487 |
LAGOS WEALTH ADVISORS5 years Service code 27 21700 COPLEY DRIVE · DIAMOND BAR, CA 91726 | Advisory (Plan) | $5,157 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $13,178 | $165,335-92.0% | $149,696-91.2% | $158,922-91.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 7.35% | 348.15%-340.8pp | 276.60%-269.3pp | 302.83%-295.5pp |
| Employer contribution / active EE | $8,423 | $5,103+65.1% | $4,644+81.4% | $4,761+76.9% |
| Participant deferral / active EE | $13,437 | $7,181+87.1% | $6,842+96.4% | $5,982+124.6% |
| Admin fee / account holder | $177 | $10,807-98.4% | $9,309-98.1% | $11,246-98.4% |