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 | $15,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,904 | $35,183+30.5% | $73,545-37.6% | $70,131-34.5% |
| Participation rate | 45.6% | 42.9%+2.7pp | 54.9%-9.3pp | 69.5%-23.9pp |
| Annual return | 16.24% | 26.90%-10.7pp | -15.16%+31.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $162 | $709-77.1% | $1,219-86.7% | $2,342-93.1% |
| Participant deferral / active EE | $1,495 | $1,220+22.5% | $1,806-17.2% | $3,332-55.1% |
| Admin fee / account holder | $238 | $2,302-89.7% | $2,320-89.8% | $4,645-94.9% |