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 NA8 years Service code 10 · EIN 16-1268674 | Accounting | $36,492 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,902 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,520 | $82,978-7.8% | $129,995-41.1% | $71,457+7.1% |
| Participation rate | 93.2% | 74.1%+19.1pp | 78.5%+14.7pp | 67.9%+25.3pp |
| Annual return | 18.42% | 20.60%-2.2pp | -137.18%+155.6pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,148 | $2,622-56.2% | $4,320-73.4% | $2,588-55.6% |
| Participant deferral / active EE | $3,266 | $4,432-26.3% | $5,820-43.9% | $4,289-23.8% |
| Admin fee / account holder | $193 | $1,729-88.8% | $10,614-98.2% | $1,587-87.8% |