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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 SERVICES7 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $19,347 |
BPAS8+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Direct payment from the plan; Recordk... | $13,617 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,089 | $92,703-43.8% | $82,719-37.0% | $134,475-61.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.08% | 944.92%-956.0pp | 701.18%-712.3pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,802 | $3,274-45.0% | $3,009-40.1% | $4,740-62.0% |
| Participant deferral / active EE | $6,270 | $4,802+30.6% | $4,395+42.7% | $6,400-2.0% |
| Admin fee / account holder | $183 | $5,983-96.9% | $5,329-96.6% | $11,426-98.4% |