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 | $38,474 |
NBT BANCORP NA5 years Filed as: NBT CAPITAL MANAGEMENT Service code 27 · EIN 55-0846628 | Advisory (Plan) | $29,916 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $102,920 | $88,634+16.1% | $101,326+1.6% | $74,304+38.5% |
| Participation rate | 97.5% | 76.9%+20.6pp | 81.5%+16.0pp | 60.3%+37.1pp |
| Annual return | 10.18% | 33.10%-22.9pp | 36.82%-26.6pp | 29.43%-19.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,890 | $7,322-46.9% | $7,994-51.3% | $3,767+3.3% |
| Admin fee / account holder | $358 | $2,425-85.2% | $11,185-96.8% | $2,969-87.9% |