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 |
|---|---|---|
BPAS2+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Direct payment from the plan; Recordk... | $6,833 |
Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $6,694 |
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 | $54,665 | $48,076+13.7% | $78,689-30.5% | $62,891-13.1% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.6%+24.3pp | 69.3%+28.5pp |
| Annual return | 5.55% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,447 | $2,015+21.5% | $2,851-14.1% | $2,281+7.3% |
| Participant deferral / active EE | $2,891 | $2,588+11.7% | $3,517-17.8% | $3,203-9.7% |
| Admin fee / account holder | $71 | $3,207-97.8% | $4,510-98.4% | $4,296-98.4% |