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 | $63,818 |
NBT BANCORP NA2 years Filed as: NBT CAPITAL MANAGEMENT Service code 27 · EIN 55-0846628 | Advisory (Plan) | $17,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,327 | $69,823-20.8% | $77,163-28.3% | $74,419-25.7% |
| Participation rate | 92.1% | 70.0%+22.1pp | 69.6%+22.5pp | 70.7%+21.4pp |
| Annual return | 16.50% | 19.98%-3.5pp | 37.87%-21.4pp | 34.38%-17.9pp |
| Employer contribution / active EE | $3,129 | $2,150+45.5% | $2,535+23.4% | $2,637+18.6% |
| Participant deferral / active EE | $5,396 | $3,558+51.7% | $3,833+40.8% | $4,528+19.2% |
| Admin fee / account holder | $138 | $398-65.3% | $5,472-97.5% | $348-60.3% |