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 NA9+ years Filed as: NBT BANCORP Service code 21 · EIN 16-1268674 | Bank Trustee | $33,729 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,345 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $181 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,684 | $88,083-23.2% | $164,813-58.9% | $74,495-9.1% |
| Participation rate | 89.5% | 73.0%+16.5pp | 78.6%+10.9pp | 67.2%+22.3pp |
| Annual return | 25.56% | 17.26%+8.3pp | 69.93%-44.4pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $1,344 | $2,593-48.2% | $4,341-69.0% | $2,623-48.7% |
| Participant deferral / active EE | $4,722 | $4,498+5.0% | $6,031-21.7% | $4,346+8.7% |
| Admin fee / account holder | $150 | $2,234-93.3% | $12,690-98.8% | $1,942-92.3% |