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 SERVICES3 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $10,029 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
Employer contribution per participant 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 | $29,808 | $51,620-42.3% | $90,281-67.0% | $65,185-54.3% |
| Participation rate | 74.2% | 68.6%+5.5pp | 73.3%+0.9pp | 70.2%+4.0pp |
| Annual return | 17.82% | 24.94%-7.1pp | 78.10%-60.3pp | 29.38%-11.6pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,158 | $2,871-59.7% | $3,885-70.2% | $3,514-67.0% |
| Admin fee / account holder | $130 | $384-66.1% | $5,351-97.6% | $847-84.6% |