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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ENTERPRISE BANK & TRUST3 years Service code 27 · EIN 43-1706259 | Advisory (Plan) | $23,624 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,630 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,827 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,833 | $81,908+1.1% | $90,749-8.7% | $64,808+27.8% |
| Participation rate | 37.8% | 80.5%-42.7pp | 75.7%-37.9pp | 71.5%-33.6pp |
| Annual return | -17.02% | -12.53%-4.5pp | -12.16%-4.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,379 | $3,065-55.0% | $2,921-52.8% | $2,506-45.0% |
| Participant deferral / active EE | $3,190 | $4,840-34.1% | $4,564-30.1% | $4,310-26.0% |
| Admin fee / account holder | $166 | $157+5.9% | $8,445-98.0% | $188-11.4% |