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 |
|---|---|---|
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS, INC Service code 15 · EIN 20-5396546 PO BOX 1773 · APPLETON, WI 54912 | Recordkeeping | $6,240 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,706 | $89,436+246.3% | $164,813+87.9% | $77,643+298.9% |
| Participation rate | 99.0% | 78.6%+20.3pp | 78.6%+20.4pp | 70.6%+28.4pp |
| Annual return | 8.83% | 28.83%-20.0pp | 69.93%-61.1pp | 31.24%-22.4pp |
| Employer contribution / active EE | $2,543 | $2,569-1.0% | $4,341-41.4% | $2,726-6.7% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $39 | $339-88.6% | $12,690-99.7% | $430-91.0% |