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) | $50,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,261 |
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 | $88,265 | $82,917+6.5% | $103,333-14.6% | $77,643+13.7% |
| Participation rate | 79.8% | 71.6%+8.2pp | 74.5%+5.3pp | 70.6%+9.2pp |
| Annual return | 16.15% | 19.13%-3.0pp | 24.88%-8.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,630 | $3,552-54.1% | $3,868-57.9% | $2,726-40.2% |
| Participant deferral / active EE | $6,094 | $4,108+48.3% | $5,057+20.5% | $4,647+31.1% |
| Admin fee / account holder | $253 | $638-60.4% | $8,355-97.0% | $430-41.2% |