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 SERVICES2+ years Service code 64 · EIN 27-1033755 | Recordkeeping Fees | $0 |
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 | $117,760 | $60,349+95.1% | $74,183+58.7% | $62,891+87.2% |
| Participation rate | 83.7% | 72.7%+11.0pp | 76.6%+7.1pp | 69.3%+14.4pp |
| Annual return | 7.14% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,218 | $1,680+32.0% | $2,370-6.4% | $2,281-2.8% |
| Participant deferral / active EE | $4,329 | $2,856+51.6% | $3,550+22.0% | $3,203+35.2% |
| Admin fee / account holder | $35 | $4,261-99.2% | $5,586-99.4% | $4,296-99.2% |