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 |
|---|---|---|
GLENS FALLS NATIONAL BANK AND TRUST10+ years Service code 15 · EIN 14-0696635 | Recordkeeping | $14,586 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,240 | $129,021-58.0% | $184,203-70.6% | $77,643-30.1% |
| Participation rate | 81.7% | 87.3%-5.6pp | 86.8%-5.1pp | 70.6%+11.1pp |
| Annual return | 18.69% | 33.27%-14.6pp | 28.81%-10.1pp | 31.24%-12.5pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,699 | $7,297-49.3% | $9,131-59.5% | $4,647-20.4% |
| Admin fee / account holder | $0 | $254-99.9% | $13,901-100.0% | $430-100.0% |