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 SERVICES4 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 19 · EIN 27-1033755 | Securities Custodian | $5,246 |
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 | $58,526 | $81,208-27.9% | $98,907-40.8% | $79,858-26.7% |
| Participation rate | 88.6% | 72.5%+16.1pp | 76.0%+12.6pp | 69.6%+19.0pp |
| Annual return | 11.97% | 60.99%-49.0pp | 196.43%-184.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,349 | $1,960-31.2% | $2,689-49.8% | $2,471-45.4% |
| Participant deferral / active EE | $2,128 | $3,265-34.8% | $4,244-49.9% | $3,740-43.1% |
| Admin fee / account holder | $165 | $6,013-97.3% | $6,642-97.5% | $5,306-96.9% |