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 NA6 years Service code 21 · EIN 16-1268674 | Bank Trustee | $1,936 |
CHARLES SCHWAB & CO., INC.7+ 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 | $31,953 | $47,126-32.2% | $149,673-78.7% | $74,419-57.1% |
| Participation rate | 97.8% | 63.4%+34.4pp | 78.8%+19.0pp | 70.7%+27.1pp |
| Annual return | 21.19% | 22.75%-1.6pp | 134.42%-113.2pp | 34.38%-13.2pp |
| Employer contribution / active EE | $1,506 | $1,905-21.0% | $4,818-68.7% | $2,637-42.9% |
| Participant deferral / active EE | $3,579 | $2,728+31.2% | $5,680-37.0% | $4,528-21.0% |
| Admin fee / account holder | $5 | $343-98.5% | $13,210-100.0% | $348-98.5% |