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 | $29,818 |
NBT BANCORP NA3 years Filed as: NBT CAPITAL MANAGEMENT Service code 27 · EIN 55-0846628 | Advisory (Plan) | $24,848 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,855 | $69,477+32.2% | $94,646-2.9% | $71,457+28.5% |
| Participation rate | 94.4% | 78.4%+15.9pp | 80.8%+13.5pp | 67.9%+26.5pp |
| Annual return | 4.36% | 29.66%-25.3pp | 156.71%-152.3pp | 28.85%-24.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,650 | $7,345-50.3% | $7,418-50.8% | $4,289-14.9% |
| Admin fee / account holder | $290 | $1,210-76.0% | $7,231-96.0% | $1,587-81.7% |