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 37 · EIN 04-2647786 | Loan Processing | $64,305 |
NBT BANCORP NA1 year Filed as: NBT CAPITAL MANAGEMENT Service code 27 · EIN 55-0846628 | Advisory (Plan) | $17,632 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,739 | $56,503-4.9% | $70,092-23.3% | $64,808-17.1% |
| Participation rate | 94.1% | 70.5%+23.6pp | 70.5%+23.6pp | 71.5%+22.6pp |
| Annual return | -14.92% | -13.44%-1.5pp | 190.73%-205.7pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,521 | $2,046+72.1% | $2,559+37.6% | $2,506+40.5% |
| Participant deferral / active EE | $6,154 | $3,389+81.6% | $3,849+59.9% | $4,310+42.8% |
| Admin fee / account holder | $156 | $160-2.5% | $6,267-97.5% | $188-16.7% |