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 & TRUST2 years Service code 27 · EIN 85-0165679 | Advisory (Plan) | $50,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,678 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,247 | $119,446+66.8% | $150,045+32.8% | $85,563+132.9% |
| Participation rate | 80.0% | 75.4%+4.5pp | 82.3%-2.4pp | 66.0%+14.0pp |
| Annual return | 14.35% | 23.72%-9.4pp | 62.55%-48.2pp | 31.51%-17.2pp |
| Employer contribution / active EE | $4,951 | $4,078+21.4% | $4,693+5.5% | $2,654+86.6% |
| Participant deferral / active EE | $9,564 | $7,985+19.8% | $7,997+19.6% | $4,375+118.6% |
| Admin fee / account holder | $8 | $548-98.6% | $13,435-99.9% | $834-99.1% |