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 |
|---|---|---|
ENTERPRISE BANK & TRUST1 year Filed as: ENTERPRISE SERVICES DBA ESI EQUITY Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.) | $8,900 |
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS Service code 13 · EIN 20-5396546 | Contract Administrator | $7,065 |
HAWKINS ASH CPAS1 year Filed as: HAWKINS ASH CPAS LLP Service code 10 · EIN 39-0912608 | Accounting | $6,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,833 | $66,302-68.6% | $110,238-81.1% | $56,287-63.0% |
| Participation rate | 96.7% | 74.9%+21.8pp | 79.8%+16.9pp | 69.9%+26.9pp |
| Annual return | -2.74% | -1.18%-1.6pp | 314.74%-317.5pp | -9.96%+7.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $129 | $698-81.5% | $8,547-98.5% | $521-75.2% |