See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 | Recordkeeping Fees | $135,079 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES, LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $43,017 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS. Service code 13 | Contract Administrator | $10,000 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $5,017 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,326 | $54,193+92.5% | $93,606+11.5% | $77,643+34.4% |
| Participation rate | 90.2% | 63.9%+26.2pp | 68.7%+21.5pp | 70.6%+19.6pp |
| Annual return | 14.07% | 30.54%-16.5pp | 133.20%-119.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,694 | $1,168+216.2% | $2,420+52.6% | $2,726+35.5% |
| Participant deferral / active EE | $3,911 | $3,144+24.4% | $4,411-11.3% | $4,647-15.8% |
| Admin fee / account holder | $205 | $576-64.4% | $8,285-97.5% | $430-52.4% |