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 |
|---|---|---|
ALESCO ADVISORS3+ years Service code 28 120 OFFICE PARKWAY · PITTSFORD, NY 14534 | Investment Management | $22,520 |
HARPER DANESH LLC3+ years Service code 11 · EIN 27-3395775 399 ALEXANDER STREET · ROCHESTER, NY 14607 | Actuarial | $18,890 |
NBT BANCORP NA3+ years Filed as: NBT BANK Service code 26 · EIN 15-0395735 52 SOUTH BROAD STREET · NORWICH, NY 13815 | Advisory (Participants) | $8,724 |
Service code 29 1600 BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Legal | $5,877 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 16.79% | 9.55%+7.2pp | 10.16%+6.6pp | 10.41%+6.4pp |
| Employer contribution / active EE | $6,173 | $14,371-57.0% | $33,192-81.4% | $14,691-58.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |