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 |
|---|---|---|
GLENS FALLS NATIONAL BANK AND TRUST10+ years Service code 15 · EIN 14-0696635 | Recordkeeping | $10,587 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,015 | $60,323-61.8% | $81,812-71.9% | $74,495-69.1% |
| Participation rate | 43.8% | 62.9%-19.1pp | 72.3%-28.6pp | 67.2%-23.4pp |
| Annual return | 17.55% | 16.90%+0.6pp | 773.79%-756.2pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $613 | $2,620-76.6% | $2,912-78.9% | $2,623-76.6% |
| Participant deferral / active EE | $426 | $3,387-87.4% | $4,319-90.1% | $4,346-90.2% |
| Admin fee / account holder | $63 | $1,486-95.7% | $7,386-99.1% | $1,942-96.7% |