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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $34,214 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE ADVISORS, LLC Service code 16 661 N BROADWAY · WHITE PLAINS, NY 10603 | Consulting | $32,267 |
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 | $28,207 | $37,117-24.0% | $147,614-80.9% | $55,191-48.9% |
| Participation rate | 88.8% | 63.6%+25.2pp | 84.6%+4.2pp | 69.2%+19.7pp |
| Annual return | 0.34% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,808 | $1,620+73.3% | $5,564-49.5% | $1,899+47.9% |
| Participant deferral / active EE | $2,835 | $1,985+42.8% | $4,895-42.1% | $3,046-6.9% |
| Admin fee / account holder | $166 | $86+93.8% | $11,611-98.6% | $91+82.6% |