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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES4 years Service code 15 · EIN 27-1033755 | Recordkeeping | $16,344 |
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 | $72,066 | $99,957-27.9% | $149,696-51.9% | $73,488-1.9% |
| Participation rate | 87.5% | 75.7%+11.8pp | 82.5%+5.0pp | 70.7%+16.8pp |
| Annual return | 18.11% | 53.87%-35.8pp | 276.60%-258.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $3,059 | $3,191-4.1% | $4,644-34.1% | $2,270+34.7% |
| Participant deferral / active EE | $5,521 | $6,073-9.1% | $6,842-19.3% | $3,740+47.6% |
| Admin fee / account holder | $83 | $551-84.9% | $9,309-99.1% | $513-83.7% |