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 |
|---|---|---|
NBT BANCORP NA8 years Service code 21 · EIN 16-1268674 | Bank Trustee | $42,859 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $58,124 | $55,415+4.9% | $155,509-62.6% | $74,495-22.0% |
| Participation rate | 86.7% | 61.9%+24.8pp | 78.2%+8.5pp | 67.2%+19.5pp |
| Annual return | 19.37% | 268.50%-249.1pp | 64.67%-45.3pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $2,674 | $2,267+17.9% | $4,672-42.8% | $2,623+1.9% |
| Participant deferral / active EE | $4,535 | $2,836+59.9% | $5,626-19.4% | $4,346+4.4% |
| Admin fee / account holder | $232 | $1,738-86.7% | $15,912-98.5% | $1,942-88.1% |