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 NA9 years Service code 10 · EIN 16-1268674 | Accounting | $19,406 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,220 |
CHARLES SCHWAB & CO., INC.10+ years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,769 | $88,083+3.0% | $164,813-44.9% | $74,495+21.8% |
| Participation rate | 94.2% | 73.0%+21.2pp | 78.6%+15.6pp | 67.2%+27.0pp |
| Annual return | 13.67% | 17.26%-3.6pp | 69.93%-56.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,370 | $2,593-47.2% | $4,341-68.4% | $2,623-47.8% |
| Participant deferral / active EE | $4,158 | $4,498-7.6% | $6,031-31.1% | $4,346-4.3% |
| Admin fee / account holder | $107 | $2,234-95.2% | $12,690-99.2% | $1,942-94.5% |