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 9-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 NA2+ years Service code 21 · EIN 15-0395735 | Bank Trustee | $107,430 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $14,361 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. 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 | $15,688 | $45,382-65.4% | $154,107-89.8% | $75,289-79.2% |
| Participation rate | 92.3% | 65.9%+26.4pp | 83.0%+9.3pp | 72.4%+19.9pp |
| Annual return | 9.36% | -0.47%+9.8pp | 735.12%-725.8pp | -0.04%+9.4pp |
| Employer contribution / active EE | $963 | $1,533-37.2% | $5,298-81.8% | $2,405-60.0% |
| Participant deferral / active EE | $1,150 | $2,384-51.7% | $5,081-77.4% | $3,739-69.2% |
| Admin fee / account holder | $53 | $89-40.2% | $13,411-99.6% | $102-47.8% |