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 NA5+ years Filed as: NBT BANCORP Service code 21 · EIN 15-0395735 | Bank Trustee | $23,653 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $56,292 | $81,474-30.9% | $133,956-58.0% | $73,488-23.4% |
| Participation rate | 94.7% | 76.4%+18.4pp | 79.8%+14.9pp | 70.7%+24.1pp |
| Annual return | 11.93% | 19.40%-7.5pp | 45.09%-33.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,286 | $2,209-41.8% | $3,919-67.2% | $2,270-43.3% |
| Participant deferral / active EE | $4,139 | $3,786+9.3% | $5,048-18.0% | $3,740+10.7% |
| Admin fee / account holder | $120 | $713-83.2% | $8,927-98.7% | $513-76.7% |