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 SERVICES3 years Filed as: ASPIRE ADVISORS, LLC Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $258,817 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $182,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,781 | $45,000+10.6% | $143,757-65.4% | $77,904-36.1% |
| Participation rate | 97.7% | 66.8%+30.9pp | 80.3%+17.4pp | 73.7%+24.0pp |
| Annual return | -16.70% | 29.03%-45.7pp | -0.04%-16.7pp | 12.21%-28.9pp |
| Employer contribution / active EE | $2,475 | $1,870+32.4% | $4,951-50.0% | $2,848-13.1% |
| Participant deferral / active EE | $5,523 | $3,157+75.0% | $5,637-2.0% | $4,806+14.9% |
| Admin fee / account holder | $135 | $98+36.8% | $14,673-99.1% | $133+1.6% |