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 |
|---|---|---|
Service code 27 101 N 7TH STREET #14 · LOUISVILLE, KY 40202 | Advisory (Plan) | $8,000 |
ASPIRE FINANCIAL SERVICES3 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 19 · EIN 27-1033755 | Securities Custodian | $5,444 |
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 | $56,891 | $76,367-25.5% | $93,606-39.2% | $72,985-22.1% |
| Participation rate | 90.1% | 71.7%+18.4pp | 75.8%+14.3pp | 69.5%+20.6pp |
| Annual return | 18.83% | 25.82%-7.0pp | 32.76%-13.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,270 | $2,275-44.2% | $2,718-53.3% | $2,440-48.0% |
| Participant deferral / active EE | $1,922 | $3,538-45.7% | $4,069-52.8% | $3,607-46.7% |
| Admin fee / account holder | $156 | $6,838-97.7% | $7,888-98.0% | $5,124-96.9% |