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 SERVICES6 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 19 · EIN 27-1033755 | Securities Custodian | $6,459 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,276 | $73,004-29.8% | $90,749-43.5% | $68,494-25.1% |
| Participation rate | 86.5% | 70.8%+15.7pp | 75.7%+10.8pp | 67.9%+18.6pp |
| Annual return | -13.42% | -13.81%+0.4pp | -12.16%-1.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,600 | $2,193-27.0% | $2,921-45.2% | $2,596-38.4% |
| Participant deferral / active EE | $2,685 | $3,627-26.0% | $4,564-41.2% | $4,027-33.3% |
| Admin fee / account holder | $164 | $5,896-97.2% | $8,445-98.1% | $5,403-97.0% |