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 | $14,206 |
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 | $24,851 | $51,620-51.9% | $90,281-72.5% | $65,185-61.9% |
| Participation rate | 97.9% | 68.6%+29.2pp | 73.3%+24.6pp | 70.2%+27.7pp |
| Annual return | 18.95% | 24.94%-6.0pp | 78.10%-59.2pp | 29.38%-10.4pp |
| Employer contribution / active EE | $768 | $2,235-65.6% | $2,854-73.1% | $2,177-64.7% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $43 | $384-88.9% | $5,351-99.2% | $847-95.0% |