See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES5+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 BOY SCOUT BLVD., SUITE 450 · TAMPA, FL 33607 | Recordkeeping | $16,043 |
CREATIVE BENEFIT STRATEGIES5+ years Service code 17 10155 BROADVIEW RD., SUITE 6 · BROADVIEW HEIGHTS, OH 44147 | Pension Consulting | $10,157 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $10,000 |
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 | $60,978 | $65,376-6.7% | $87,100-30.0% | $65,185-6.5% |
| Participation rate | 71.8% | 75.3%-3.6pp | 76.9%-5.1pp | 70.2%+1.6pp |
| Annual return | 22.01% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $783 | $1,822-57.0% | $2,521-68.9% | $2,177-64.0% |
| Participant deferral / active EE | $1,896 | $3,388-44.1% | $4,049-53.2% | $3,514-46.0% |
| Admin fee / account holder | $283 | $520-45.6% | $7,497-96.2% | $847-66.6% |