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 NA1 year Filed as: NBT BANCORP, N.A. Service code 21 · EIN 16-1268674 | Bank Trustee | $11,113 |
AGRI-INVEST, LLC1 year Filed as: AGRI INVESTMENT SERVICES LLC Service code 27 · EIN 27-1003080 | Advisory (Plan) | $9,555 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,025 |
Service code 27 · EIN 20-2368993 | Advisory (Plan) | $5,050 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $328 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,859 | $102,553+19.8% | $151,611-19.0% | $66,914+83.6% |
| Participation rate | 89.0% | 85.5%+3.5pp | 87.5%+1.5pp | 69.8%+19.2pp |
| Annual return | -13.03% | -10.82%-2.2pp | 3.33%-16.4pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,841 | $4,180-8.1% | $6,166-37.7% | $2,544+51.0% |
| Participant deferral / active EE | $4,540 | $6,641-31.6% | $8,363-45.7% | $4,237+7.2% |
| Admin fee / account holder | $63 | $630-90.0% | $11,616-99.5% | $593-89.4% |