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 | $13,421 |
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 | $28,474 | $66,124-56.9% | $90,404-68.5% | $73,488-61.3% |
| Participation rate | 98.2% | 69.7%+28.5pp | 72.7%+25.5pp | 70.7%+27.5pp |
| Annual return | 14.72% | 17.65%-2.9pp | 1293.02%-1278.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $834 | $2,346-64.5% | $3,262-74.4% | $2,270-63.3% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $41 | $396-89.6% | $5,611-99.3% | $513-92.0% |