See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NBT BANCORP NA3 years Filed as: NBT BANK, N.A. Service code 21 · EIN 16-1268674 | Bank Trustee | $23,002 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $7,500 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,418 | $55,415-57.7% | $155,509-84.9% | $74,495-68.6% |
| Participation rate | 48.8% | 61.9%-13.1pp | 78.2%-29.3pp | 67.2%-18.4pp |
| Annual return | 19.52% | 268.50%-249.0pp | 64.67%-45.1pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $1,286 | $2,267-43.3% | $4,672-72.5% | $2,623-51.0% |
| Participant deferral / active EE | $2,104 | $2,836-25.8% | $5,626-62.6% | $4,346-51.6% |
| Admin fee / account holder | $233 | $1,738-86.6% | $15,912-98.5% | $1,942-88.0% |