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 |
|---|---|---|
Filed as: EPIC ADVISORS INC Service code 15 · EIN 16-1450952 | Recordkeeping | $29,147 |
NBT BANCORP NA1 year Filed as: NBT CAPITAL MANAGEMENT Service code 27 · EIN 55-0846628 | Advisory (Plan) | $22,790 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,497 | $73,638+24.3% | $108,410-15.6% | $79,386+15.3% |
| Participation rate | 91.1% | 77.4%+13.7pp | 80.1%+11.0pp | 70.7%+20.4pp |
| Annual return | 36.25% | 33.27%+3.0pp | 905.27%-869.0pp | 116.85%-80.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,845 | $6,218-54.2% | $6,563-56.7% | $4,046-29.7% |
| Admin fee / account holder | $279 | $638-56.2% | $7,295-96.2% | $626-55.4% |