PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ESO SOLUTIONS, INC.
Sponsor portfolio

ESO SOLUTIONS, INC.

EIN 36-4566209-Latest filing 2025
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$532K premiums
Participants
983
2803 MANOR ROAD - AUSTIN, TX 78722866-766-9471
Plans on this EIN
2 filings
#001401k-$21.9M - 603 part#501Mixed-$532K - 299 lives

Benefits portfolio analytics

1 plan / $532K premiums / 299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$532K
  • Vision$532K
  • Life$532K
  • Short-term disability$532K
  • Long-term disability$532K
  • Other$532K
Total $532K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $532K1 slice

Broker market share

Schedule A broker compensation

Split broker
46%top
  • FMLASOURCE INC46%
  • HAYS COMPANIES, INC.30%
  • ADP INC24%
Total $20K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ESO 401(K) PLAN

401k

Assets$21.9M
Participants603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ESO SOLUTIONS, INC. DBA ESO WRAP PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$532K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ESO 401(K) PLAN401k$21.9M6032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ESO SOLUTIONS, INC. DBA ESO WRAP PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$532K2992025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica