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 | $70,710 |
NBT BANCORP NA3 years Filed as: NBT CAPITAL MANAGEMENT Service code 27 · EIN 55-0846628 | Advisory (Plan) | $19,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,265 | $66,457-6.3% | $81,382-23.5% | $77,643-19.8% |
| Participation rate | 96.7% | 68.7%+28.0pp | 69.5%+27.2pp | 70.6%+26.1pp |
| Annual return | 11.84% | 15.93%-4.1pp | 24.73%-12.9pp | 31.24%-19.4pp |
| Employer contribution / active EE | $3,289 | $2,159+52.3% | $2,463+33.6% | $2,726+20.7% |
| Participant deferral / active EE | $6,147 | $3,679+67.1% | $3,883+58.3% | $4,647+32.3% |
| Admin fee / account holder | $157 | $583-73.1% | $5,768-97.3% | $430-63.6% |