Filed September 5, 2026
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 SERVICES, LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $9,585 |
PRIVATE VISTA, LLC1 year Service code 27 1 N LASALLE, 33RD FLOOR · CHICAGO, IL 60602 | Advisory (Plan) | $6,251 |
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 | $22,603 | $44,873-49.6% | $79,464-71.6% | $56,287-59.8% |
| Participation rate | 99.3% | 68.7%+30.6pp | 73.3%+26.0pp | 69.9%+29.5pp |
| Annual return | -5.05% | 0.81%-5.9pp | 718.14%-723.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,241 | $2,140-42.0% | $2,800-55.7% | $2,111-41.2% |
| Participant deferral / active EE | $1,221 | $2,746-55.5% | $3,704-67.0% | $3,350-63.5% |
| Admin fee / account holder | $110 | $418-73.6% | $5,113-97.8% | $521-78.8% |