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 NA2+ years Filed as: NBT BANCORP Service code 21 · EIN 15-0395735 | Bank Trustee | $25,034 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,845 | $51,466-10.9% | $78,778-41.8% | $62,292-26.4% |
| Participation rate | 92.2% | 59.8%+32.4pp | 69.2%+23.0pp | 69.5%+22.6pp |
| Annual return | 19.38% | 19.96%-0.6pp | 35.62%-16.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,045 | $827+26.4% | $1,986-47.4% | $2,042-48.8% |
| Participant deferral / active EE | $3,486 | $2,147+62.3% | $2,958+17.8% | $3,169+10.0% |
| Admin fee / account holder | $149 | $489-69.5% | $5,134-97.1% | $479-68.9% |