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 | $58,984 |
CMJ, LLP6 years Service code 10 276 DIX AVE · QUEENSBURY, NY 12804 | Accounting | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,103 | $54,193+16.4% | $93,654-32.6% | $77,671-18.8% |
| Participation rate | 57.8% | 63.9%-6.2pp | 68.7%-11.0pp | 70.6%-12.8pp |
| Annual return | 19.56% | 30.54%-11.0pp | 133.34%-113.8pp | 31.21%-11.6pp |
| Employer contribution / active EE | $2,024 | $1,168+73.3% | $2,421-16.4% | $2,726-25.8% |
| Participant deferral / active EE | $3,928 | $3,144+24.9% | $4,413-11.0% | $4,648-15.5% |
| Admin fee / account holder | $279 | $576-51.5% | $8,282-96.6% | $430-35.2% |