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 |
|---|---|---|
Filed as: GLENS FALLS NATIONAL BANK Service code 15 250 GLEN STREET · GLENS FALLS, NY 12801 | Recordkeeping | $3,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,113 | $61,272-13.3% | $149,673-64.5% | $71,457-25.7% |
| Participation rate | 69.9% | 62.5%+7.4pp | 78.8%-8.8pp | 67.9%+2.0pp |
| Annual return | 18.89% | 35.85%-17.0pp | 134.42%-115.5pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,419 | $2,378-40.3% | $4,818-70.5% | $2,588-45.1% |
| Participant deferral / active EE | $2,627 | $2,917-9.9% | $5,680-53.7% | $4,289-38.7% |
| Admin fee / account holder | $25 | $1,261-98.0% | $13,210-99.8% | $1,587-98.4% |