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 |
|---|---|---|
BPAS3+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Participant loan processing; Direct p... | $9,353 |
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $5,525 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $771 |
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 | $58,456 | $53,127+10.0% | $86,590-32.5% | $70,131-16.6% |
| Participation rate | 98.9% | 65.3%+33.6pp | 73.5%+25.3pp | 69.5%+29.3pp |
| Annual return | 16.24% | 27.66%-11.4pp | 964.84%-948.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,185 | $2,068+102.3% | $2,839+47.4% | $2,342+78.6% |
| Participant deferral / active EE | $3,261 | $2,696+21.0% | $3,609-9.6% | $3,332-2.1% |
| Admin fee / account holder | $70 | $3,585-98.1% | $4,906-98.6% | $4,645-98.5% |