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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES3 years Service code 15 · EIN 27-1033755 | Recordkeeping | $11,122 |
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 | $58,368 | $89,652-34.9% | $141,162-58.7% | $65,185-10.5% |
| Participation rate | 89.4% | 74.7%+14.7pp | 82.5%+6.9pp | 70.2%+19.2pp |
| Annual return | 22.72% | 32.79%-10.1pp | 71.39%-48.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $3,196 | $3,065+4.3% | $4,735-32.5% | $2,177+46.8% |
| Participant deferral / active EE | $5,838 | $5,691+2.6% | $6,709-13.0% | $3,514+66.1% |
| Admin fee / account holder | $75 | $569-86.8% | $10,261-99.3% | $847-91.1% |