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 |
|---|---|---|
ESB WEALTH MANAGEMENT5+ years Service code 51 · EIN 27-5022450 | Investment Mgmt Fees | $25,046 |
PROTPA5+ years Service code 64 · EIN 90-0666716 | Recordkeeping Fees | $24,378 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,490 | $52,953-42.4% | $172,739-82.3% | $65,185-53.2% |
| Participation rate | 94.2% | 66.2%+28.1pp | 82.6%+11.6pp | 70.2%+24.0pp |
| Annual return | 18.17% | 30.12%-12.0pp | 802.84%-784.7pp | 29.38%-11.2pp |
| Employer contribution / active EE | $2,053 | $2,190-6.2% | $5,143-60.1% | $2,177-5.7% |
| Participant deferral / active EE | $2,047 | $2,471-17.1% | $5,198-60.6% | $3,514-41.7% |
| Admin fee / account holder | $312 | $472-34.0% | $13,954-97.8% | $847-63.2% |