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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES5 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $17,022 |
BPAS6+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Participant loan processing; Direct p... | $14,397 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $55,866 | $100,852-44.6% | $90,404-38.2% | $158,922-64.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.85% | 1724.20%-1713.4pp | 1293.02%-1282.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $15,866 | $3,689+330.1% | $3,262+386.4% | $4,761+233.2% |
| Participant deferral / active EE | $6,837 | $4,348+57.2% | $3,963+72.5% | $5,982+14.3% |
| Admin fee / account holder | $156 | $6,501-97.6% | $5,611-97.2% | $11,246-98.6% |