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) | $49,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,062 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,152 | $92,971-12.7% | $96,683-16.1% | $74,419+9.0% |
| Participation rate | 73.6% | 71.5%+2.1pp | 74.3%-0.7pp | 70.7%+2.9pp |
| Annual return | -11.56% | 37.49%-49.0pp | 35.69%-47.3pp | 34.38%-45.9pp |
| Employer contribution / active EE | $1,419 | $3,426-58.6% | $3,737-62.0% | $2,637-46.2% |
| Participant deferral / active EE | $5,622 | $3,970+41.6% | $4,878+15.2% | $4,528+24.2% |
| Admin fee / account holder | $286 | $633-54.8% | $6,730-95.8% | $348-17.8% |