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 3-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 NA1+ years Filed as: NBT BANK N.A. Service code 21 · EIN 16-1268674 | Bank Trustee | $18,622 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
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 | $57,335 | $65,435-12.4% | $86,677-33.9% | $66,914-14.3% |
| Participation rate | 84.1% | 75.5%+8.7pp | 76.6%+7.6pp | 69.8%+14.3pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.91%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,231 | $2,153+3.6% | $2,836-21.3% | $2,544-12.3% |
| Participant deferral / active EE | $5,490 | $4,100+33.9% | $4,656+17.9% | $4,237+29.6% |
| Admin fee / account holder | $85 | $642-86.7% | $7,493-98.9% | $593-85.7% |