We became 100% employee owned in 2021 and wanted to find a one-stop online platform where our employee owners could easily access their account balances but one that also provide a calculator tool that would demonstrate the growth potential for their Employee Stock Ownership Plans. The ESOP One program provides all that we were looking for and more and the customer service team has been excellent.

We have found it to be a very user-friendly platform and have had a great amount of positive feedback from our employee owners.  The ability to be able to add other individual investment accounts (401k, IRA, Roth, etc.) and view it all under one platform is such a great tool for our employee owners.