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 |
|---|---|---|
DR ADVISORY SERVICES2+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $9,117 |
CHEMUNG CANAL TRUST COMPANY2+ years Service code 15 · EIN 16-0380815 | Recordkeeping | $7,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,826 | $36,767-59.7% | $81,478-81.8% | $62,292-76.2% |
| Participation rate | 52.3% | 54.4%-2.2pp | 68.0%-15.7pp | 69.5%-17.2pp |
| Annual return | 53.91% | 173.80%-119.9pp | 38.78%+15.1pp | 28.90%+25.0pp |
| Employer contribution / active EE | $901 | $1,128-20.1% | $2,568-64.9% | $2,042-55.9% |
| Participant deferral / active EE | $1,605 | $2,111-24.0% | $3,537-54.6% | $3,169-49.4% |
| Admin fee / account holder | $201 | $797-74.8% | $4,561-95.6% | $479-58.1% |