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 SERVICES10+ years Filed as: ASPIRE ADVISORS, LLC Service code 16 661 N BROADWAY · WHITE PLAINS, NY 10603 | Consulting | $108,945 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $64,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,477 | $53,136+8.2% | $155,509-63.0% | $199,593-71.2% |
| Participation rate | 48.3% | 64.1%-15.7pp | 78.2%-29.9pp | 72.0%-23.6pp |
| Annual return | 10.70% | 41.15%-30.5pp | 64.67%-54.0pp | 34.25%-23.6pp |
| Employer contribution / active EE | $1,582 | $1,851-14.5% | $4,672-66.1% | $3,034-47.9% |
| Participant deferral / active EE | $1,824 | $3,161-42.3% | $5,626-67.6% | $5,087-64.1% |
| Admin fee / account holder | $403 | $185+117.2% | $15,912-97.5% | $269+49.8% |