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 SERVICES3+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 13 · EIN 27-1033755 4010 BOYSCOUT BLVD · TAMPA, FL 33607 | Contract Administrator | $7,626 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,839 | $55,453-78.6% | $170,442-93.1% | $62,292-81.0% |
| Participation rate | 36.9% | 66.4%-29.4pp | 83.6%-46.7pp | 69.5%-32.6pp |
| Annual return | 16.57% | 21.38%-4.8pp | 205.93%-189.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $229 | $2,164-89.4% | $5,433-95.8% | $2,042-88.8% |
| Participant deferral / active EE | $407 | $2,303-82.3% | $4,939-91.8% | $3,169-87.2% |
| Admin fee / account holder | $128 | $455-71.8% | $13,880-99.1% | $479-73.2% |