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 NA4+ years Service code 21 · EIN 15-0395735 | Bank Trustee | $101,268 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,545 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,568 | $56,095-72.2% | $178,490-91.3% | $90,288-82.8% |
| Participation rate | 98.3% | 65.6%+32.8pp | 81.9%+16.4pp | 73.4%+25.0pp |
| Annual return | 4.00% | 28.81%-24.8pp | 151.07%-147.1pp | 53.97%-50.0pp |
| Employer contribution / active EE | $1,039 | $1,572-33.9% | $5,011-79.3% | $2,524-58.8% |
| Participant deferral / active EE | $1,382 | $2,669-48.2% | $5,202-73.4% | $4,232-67.3% |
| Admin fee / account holder | $44 | $101-56.4% | $13,984-99.7% | $114-61.5% |