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 Service code 64 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Recordkeeping Fees | $12,424 |
Filed as: AMERIPRISE FINANCIAL Service code 55 6393 OAK TREE BLVD. · INDEPENDENCE, OH 44131 | Other Commissions | $9,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,173 | $52,953-63.8% | $172,739-88.9% | $65,185-70.6% |
| Participation rate | 41.0% | 66.2%-25.1pp | 82.6%-41.6pp | 70.2%-29.2pp |
| Annual return | 15.07% | 30.12%-15.1pp | 802.84%-787.8pp | 29.38%-14.3pp |
| Employer contribution / active EE | $423 | $2,190-80.7% | $5,143-91.8% | $2,177-80.6% |
| Participant deferral / active EE | $1,068 | $2,471-56.8% | $5,198-79.4% | $3,514-69.6% |
| Admin fee / account holder | $214 | $472-54.7% | $13,954-98.5% | $847-74.7% |