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 |
|---|---|---|
CHEMUNG CANAL TRUST COMPANY10+ years Service code 13 P.O. BOX 1522 · ELMIRA, NY 14902 | Contract Administrator | $25,570 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $2,171 |
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 | $30,374 | $60,323-49.6% | $81,812-62.9% | $74,495-59.2% |
| Participation rate | 65.8% | 62.9%+3.0pp | 72.3%-6.5pp | 67.2%-1.4pp |
| Annual return | 12.30% | 16.90%-4.6pp | 773.79%-761.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,115 | $2,620-57.5% | $2,912-61.7% | $2,623-57.5% |
| Participant deferral / active EE | $928 | $3,387-72.6% | $4,319-78.5% | $4,346-78.7% |
| Admin fee / account holder | $189 | $1,486-87.3% | $7,386-97.4% | $1,942-90.3% |