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 8-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 NA4 years Service code 21 · EIN 16-1268674 | Bank Trustee | $975 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $34,518 | $56,485-38.9% | $185,823-81.4% | $86,799-60.2% |
| Participation rate | 82.1% | 65.5%+16.6pp | 81.7%+0.4pp | 72.3%+9.8pp |
| Annual return | 16.40% | 118.04%-101.6pp | 122.05%-105.7pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,584 | $1,843-14.0% | $5,167-69.3% | $2,405-34.1% |
| Participant deferral / active EE | $3,459 | $2,553+35.5% | $5,568-37.9% | $4,131-16.3% |
| Admin fee / account holder | $3 | $150-97.8% | $16,237-100.0% | $170-98.1% |