See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ESB WEALTH MANAGEMENT7+ years Service code 51 · EIN 27-5022450 PO BOX 636 · MANSFIELD, OH 449010636 | Investment Mgmt Fees | $24,852 |
PROTPA7+ years Service code 64 · EIN 90-0666716 PO BOX 636 · MANSFIELD, OH 449010636 | Recordkeeping Fees | $24,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,511 | $61,156-32.1% | $185,823-77.7% | $79,386-47.7% |
| Participation rate | 90.6% | 66.6%+24.0pp | 81.7%+8.9pp | 70.7%+19.9pp |
| Annual return | 12.94% | 19.45%-6.5pp | 122.05%-109.1pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,272 | $2,321-2.1% | $5,167-56.0% | $2,427-6.4% |
| Participant deferral / active EE | $2,712 | $2,789-2.7% | $5,568-51.3% | $4,046-33.0% |
| Admin fee / account holder | $330 | $710-53.5% | $16,237-98.0% | $626-47.4% |