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 |
|---|---|---|
PROTPA4+ years Service code 64 · EIN 90-0666716 | Recordkeeping Fees | $24,898 |
ESB WEALTH MANAGEMENT4+ years Service code 51 · EIN 27-5022450 | Investment Mgmt Fees | $24,717 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,486 | $47,977-51.0% | $154,107-84.8% | $56,287-58.3% |
| Participation rate | 88.2% | 66.2%+22.1pp | 83.0%+5.2pp | 69.9%+18.4pp |
| Annual return | -7.45% | 3.54%-11.0pp | 735.12%-742.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,817 | $2,169-16.2% | $5,298-65.7% | $2,111-13.9% |
| Participant deferral / active EE | $2,087 | $2,392-12.7% | $5,081-58.9% | $3,350-37.7% |
| Admin fee / account holder | $262 | $438-40.1% | $13,411-98.0% | $521-49.6% |