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 BANK NA Service code 21 · EIN 15-0395735 | Bank Trustee | $7,222 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
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 | $33,982 | $55,449-38.7% | $83,848-59.5% | $56,287-39.6% |
| Participation rate | 76.4% | 68.0%+8.4pp | 76.1%+0.2pp | 69.9%+6.5pp |
| Annual return | -5.46% | -1.38%-4.1pp | 850.88%-856.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,226 | $2,430-49.6% | $3,631-66.2% | $2,111-41.9% |
| Participant deferral / active EE | $2,637 | $2,935-10.2% | $4,082-35.4% | $3,350-21.3% |
| Admin fee / account holder | $50 | $656-92.4% | $5,478-99.1% | $521-90.4% |