CompIntelligence ESOP Solutions

One-Stop ESOP Solution for Companies & Employees

Streamline ESOP management with a powerful platform designed for employers while enhancing transparency and engagement for employees.

The CompAnalytics ESOP solution is a full-service platform designed to simplify and optimize how companies administer their ESOP programs. By combining a robust management tool for employers with an intuitive employee portal, CompAnalytics ensures seamless ESOP administration, greater efficiency, and enhanced employee participation.

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A Unified ESOP Experience

One Platform. Two Connected Experiences.

Managing an ESOP involves both the teams responsible for administering the program and the employees participating in it. CompAnalytics brings these experiences together through a unified solution designed to simplify administration and improve employee engagement.

For Companies

Simplify ESOP Administration

Give the teams responsible for managing your ESOP a centralized platform designed to make administration more efficient and easier to manage.

  • Streamline ESOP administration
  • Support more efficient program management
  • Create a more connected ESOP experience
For Employees

Make Participation More Accessible

Provide employees with an intuitive portal that helps make their ESOP experience more transparent, accessible, and engaging.

  • An intuitive employee-facing experience
  • Greater transparency for participants
  • Stronger employee engagement
Connected ESOP Management

Simplify Administration. Strengthen Participation.

A successful ESOP experience depends on more than managing a program. It also means making participation easier for employees. CompAnalytics brings these priorities together in one solution built for companies and their people.

  • Greater Efficiency Simplify the way ESOP programs are administered and managed.
  • Improved Transparency Give employees a clearer, more accessible experience through an intuitive portal.
  • Better Engagement Create a more connected experience between companies and ESOP participants.
Unified ESOP Solution CompAnalytics ESOP

Connecting program administration with the employee experience

Companies

Streamlined ESOP administration and program management

Employees

An intuitive portal supporting transparency and participation

One connected experience for companies and their employees.

ESOP PLATFORM CAPABILITIES

Everything You Need to Manage Your ESOP. All in One Place.

Explore the tools and capabilities that simplify ESOP administration, streamline processes, and give employees greater visibility into their ownership.

CompAnalytics · ESOP Management DEMO VIEW
WORKSPACE
Stock Classes
Participants
Transactions
Reports
Settings

Stock Classes

Configure share classes, eligibility rules, and allocation reporting.

+ Add Stock Class
A
Class ACommon Stock
Eligible Participants Full-Time Employees
Allocation Method Pro-Rata
Total Shares 1,250,000
B
Class BPreferred Stock
Eligible Participants Management
Allocation Method Discretionary
Total Shares 500,000
C
Class CRestricted Stock
Eligible Participants Executives
Allocation Method Performance-Based
Total Shares 250,000

Allocation Overview

EMPLOYEE GROUPCLASS ACLASS BCLASS CTOTAL SHARES
Full-Time Employees850,000100,000—950,000
Management300,000250,000—550,000
Executives100,000150,000250,000500,000

Annual Election Survey Builder

Draft Preview
01 · Select your election preference
Option A — Current Election
Option B — Alternative Election
Request Additional Information
02 · Additional Comments Enter your response...
Custom Questions Enabled

Survey Administration

Survey TypeAnnual Election
DistributionEmployee Portal
StatusActive
Response Tracking
Response Rate72% Sample
ReportingReal-Time
JD
Employee ESOP Portal Sample Participant · Secure Account
Account Active
◎

My Ownership

View stock ownership and plan information.

View Details
▤

My Documents

Access statements and plan documentation.

Document Center
✓

My Elections

Complete elections and track submissions.

Open Elections

My Action Center

Review Annual ESOP StatementAvailable
Complete Employee ElectionAction Required
Electronic Document SignatureDocuSign

Configuration Menu

General Settings
Allocation Rules
Employee Portal
Workflow Rules
Reporting

ESOP Program Settings

Company Employee Stock Ownership Plan
Custom ESOP Reporting
Employee Portal
Configurable Workflows
Custom Reporting

Employee Election Workflow

Example Workflow
✓
InitiateCreate Election
→
✓
EmployeeSubmit Election
→
3
ReviewApproval Stage
→
4
CompleteRecord Outcome

Process Details

WorkflowAnnual Election
RoutingConfigurable
Record UpdatesConnected

Administration

Process TrackingEnabled
Review StageIn Progress
ReportingAvailable

Record Categories

Ownership Records
Participant Information
Transactions
Compliance
Supporting Documents

Ownership Record

Record IDESOP-001
CategoryStock Ownership
Participant GroupFull-Time Employees
Related RecordsTransactions
Record StatusCurrent

Centralized Record Directory

RECORDCATEGORYSTATUS
ESOP-001OwnershipCurrent
ESOP-002TransactionCurrent
ESOP-003ComplianceArchived
Illustrative Loan Balance$750K
Active Loan
Next Scheduled Payment$25K
Payment 03
Payment TrackingEnabled
Loan Workspace

Loan Payment Schedule

PAYMENTAMOUNTREMAINING BALANCESTATUS
Payment 01$25,000$775,000Recorded
Payment 02$25,000$750,000Recorded
Payment 03$25,000$725,000Scheduled

Sample amounts shown for interface illustration.

Component Library

+ Text Field
+ Dropdown
+ Date Field
+ Checkbox
+ Section Header

Participant Information Form

Employee Name
Select Employee Group ▾
Select Stock Class ▾
Custom Layout Preview

Manage multiple stock classes with confidence.

Configure and track stock classes within your ESOP, helping maintain accurate allocation and reporting across different employee groups.

⚙
Flexible Configuration

Define allocation rules and eligibility by stock class.

▥
Accurate Tracking

Monitor shares, allocations, and transactions in one place.

▤
Comprehensive Reporting

Support ESOP reporting and stakeholder visibility.

Illustrative interface only. Sample records and figures are not actual customer data.
THE COMPANALYTICS ADVANTAGE

Why CompAnalytics?

CompAnalytics is more than just a compensation tool. It's a comprehensive solution that automates, customizes, and streamlines grant and bonus planning. By integrating with existing systems and delivering precise, data-driven insights, CompAnalytics helps organizations improve operational efficiency, workforce satisfaction, and strategic alignment.

Automate and customize grant and bonus recommendations, reduce the complexity of incentive planning, and make more informed compensation decisions. With CompAnalytics, your team can spend less time managing manual processes and more time focusing on the decisions that drive your business forward.