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 MANAGEMENT6+ years Service code 51 · EIN 27-5022450 PO BOX 636 · MANSFIELD, OH 449010636 | Investment Mgmt Fees | $22,666 |
PROTPA6+ years Service code 64 · EIN 90-0666716 PO BOX 636 · MANSFIELD, OH 449010636 | Recordkeeping Fees | $19,882 |
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 | $34,721 | $58,879-41.0% | $178,490-80.5% | $73,488-52.8% |
| Participation rate | 93.5% | 66.2%+27.3pp | 81.9%+11.6pp | 70.7%+22.9pp |
| Annual return | 11.24% | 24.86%-13.6pp | 151.07%-139.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $2,361 | $2,236+5.6% | $5,011-52.9% | $2,270+4.0% |
| Participant deferral / active EE | $2,465 | $2,567-4.0% | $5,202-52.6% | $3,740-34.1% |
| Admin fee / account holder | $283 | $400-29.3% | $13,984-98.0% | $513-44.8% |