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 |
|---|---|---|
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 19 · EIN 27-1033755 | Securities Custodian | $14,106 |
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 | $50,622 | $63,299-20.0% | $91,001-44.4% | $62,292-18.7% |
| Participation rate | 83.0% | 73.3%+9.7pp | 75.6%+7.4pp | 69.5%+13.5pp |
| Annual return | 13.62% | 20.99%-7.4pp | 4.60%+9.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,030 | $1,807-43.0% | $2,456-58.1% | $2,042-49.6% |
| Participant deferral / active EE | $1,622 | $2,943-44.9% | $3,547-54.3% | $3,169-48.8% |
| Admin fee / account holder | $150 | $468-67.9% | $5,417-97.2% | $479-68.7% |