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 |
|---|---|---|
DIRECT ADVISORS, LLC3 years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $36,968 |
CHEMUNG CANAL TRUST COMPANY3 years Service code 15 · EIN 16-0380815 | Recordkeeping | $14,618 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,787 | $101,317-67.6% | $146,958-77.7% | $74,495-56.0% |
| Participation rate | 91.2% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 10.28% | 8730.91%-8720.6pp | 418.34%-408.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,037 | $3,810-46.5% | $4,933-58.7% | $2,623-22.3% |
| Participant deferral / active EE | $6,451 | $7,303-11.7% | $8,070-20.1% | $4,346+48.4% |
| Admin fee / account holder | $300 | $1,739-82.8% | $12,998-97.7% | $1,942-84.6% |