Filed September 4, 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 SERVICES1+ years Service code 15 · EIN 27-1033755 | Recordkeeping | $5,501 |
Participant 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 | $46,606 | $59,725-22.0% | $68,509-32.0% | - |
| Participation rate | 78.8% | 66.5%+12.3pp | 74.7%+4.1pp | - |
| Annual return | -1.65% | 51.05%-52.7pp | 8.27%-9.9pp | - |
| Employer contribution / active EE | $1,093 | $1,613-32.3% | $2,278-52.0% | - |
| Participant deferral / active EE | $1,834 | $2,426-24.4% | $3,382-45.8% | - |
| Admin fee / account holder | $65 | $8,564-99.2% | $5,275-98.8% | - |