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 SERVICES4 years Filed as: ASPIRE ADVISORS, LLC Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $282,164 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $193,862 |
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 | $58,610 | $50,127+16.9% | $149,673-60.8% | $80,160-26.9% |
| Participation rate | 97.0% | 64.3%+32.7pp | 78.8%+18.2pp | 72.9%+24.0pp |
| Annual return | 17.75% | 29.82%-12.1pp | 134.42%-116.7pp | 40.38%-22.6pp |
| Employer contribution / active EE | $2,616 | $1,865+40.3% | $4,818-45.7% | $2,978-12.1% |
| Participant deferral / active EE | $5,691 | $3,194+78.2% | $5,680+0.2% | $5,017+13.4% |
| Admin fee / account holder | $139 | $153-8.8% | $13,210-98.9% | $145-3.9% |