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 NA1 year Filed as: NBT BANCORP Service code 21 · EIN 15-0395735 | Bank Trustee | $20,713 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1490952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,103 | $60,165-41.7% | $74,183-52.7% | $55,167-36.4% |
| Participation rate | 39.0% | 74.2%-35.2pp | 76.6%-37.7pp | 69.0%-30.0pp |
| Annual return | 8.37% | 10.00%-1.6pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $255 | $1,600-84.1% | $2,370-89.3% | $1,963-87.0% |
| Participant deferral / active EE | $1,828 | $2,973-38.5% | $3,550-48.5% | $3,054-40.1% |
| Admin fee / account holder | $147 | $419-65.0% | $5,586-97.4% | $504-70.8% |