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 Service code 27 · EIN 85-0165679 | Advisory (Plan) | $44,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,173 | $106,028+73.7% | $146,958+25.3% | $77,643+137.2% |
| Participation rate | 79.0% | 78.4%+0.6pp | 82.2%-3.2pp | 70.6%+8.4pp |
| Annual return | 13.75% | 56.73%-43.0pp | 418.34%-404.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $4,759 | $4,063+17.1% | $4,933-3.5% | $2,726+74.6% |
| Participant deferral / active EE | $9,372 | $7,990+17.3% | $8,070+16.1% | $4,647+101.7% |
| Admin fee / account holder | $33 | $337-90.3% | $12,998-99.7% | $430-92.4% |