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 | $15,926 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,875 | $51,197-53.4% | $82,719-71.1% | $66,914-64.3% |
| Participation rate | 88.2% | 67.8%+20.4pp | 72.6%+15.6pp | 69.8%+18.4pp |
| Annual return | -20.41% | -9.64%-10.8pp | 701.18%-721.6pp | 1.58%-22.0pp |
| Employer contribution / active EE | $859 | $2,611-67.1% | $3,009-71.4% | $2,544-66.2% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $56 | $416-86.4% | $5,329-98.9% | $593-90.5% |