See peer percentile detail with Solo.
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 9-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 SERVICES4 years Filed as: ASPIRE ADVISORS, LLC Service code 27 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Advisory (Plan) | $74,950 |
Filed as: BENEFIT PLANS ADMINSTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DIRVE · UTICA, NY 13502 | Recordkeeping | $47,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,004 | $50,815-41.0% | $155,509-80.7% | $77,643-61.4% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 11.89% | 34.80%-22.9pp | 64.67%-52.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $3,465 | $1,993+73.9% | $4,672-25.9% | $2,726+27.1% |
| Participant deferral / active EE | $3,232 | $2,822+14.5% | $5,626-42.6% | $4,647-30.5% |
| Admin fee / account holder | $475 | $437+8.8% | $15,912-97.0% | $430+10.4% |