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 |
|---|---|---|
Service code 15 250 GLEN STREET · GLENS FALLS, NY 12801 | Recordkeeping | $14,462 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,454 | $50,637-53.7% | $86,590-72.9% | $62,292-62.3% |
| Participation rate | 99.6% | 67.9%+31.7pp | 73.5%+26.0pp | 69.5%+30.1pp |
| Annual return | 14.80% | 20.80%-6.0pp | 964.84%-950.0pp | 28.90%-14.1pp |
| Employer contribution / active EE | $768 | $2,075-63.0% | $2,839-72.9% | $2,042-62.4% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $42 | $413-89.9% | $4,906-99.1% | $479-91.3% |