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 | $13,842 |
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 | $21,869 | $44,873-51.3% | $79,464-72.5% | $56,287-61.1% |
| Participation rate | 97.9% | 68.7%+29.1pp | 73.3%+24.5pp | 69.9%+28.0pp |
| Annual return | -3.68% | 0.81%-4.5pp | 718.14%-721.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $712 | $2,140-66.7% | $2,800-74.6% | $2,111-66.3% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $41 | $418-90.1% | $5,113-99.2% | $521-92.1% |