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: ASPIRE ADVISORS, LLC Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $232,220 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $167,564 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,429 | $56,095-11.9% | $178,490-72.3% | $90,288-45.3% |
| Participation rate | 95.6% | 65.6%+30.1pp | 81.9%+13.7pp | 73.4%+22.3pp |
| Annual return | 16.92% | 28.81%-11.9pp | 151.07%-134.1pp | 53.97%-37.0pp |
| Employer contribution / active EE | $2,186 | $1,572+39.0% | $5,011-56.4% | $2,524-13.4% |
| Participant deferral / active EE | $4,708 | $2,669+76.4% | $5,202-9.5% | $4,232+11.2% |
| Admin fee / account holder | $125 | $101+24.6% | $13,984-99.1% | $114+10.0% |