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 MANAGEMENT8+ years Service code 51 · EIN 27-5022450 PO BOX 636 · MANSFIELD, OH 449010636 | Investment Mgmt Fees | $25,284 |
PROTPA8+ years Service code 64 · EIN 90-0666716 PO BOX 636 · MANSFIELD, OH 449010636 | Recordkeeping Fees | $24,256 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,538 | $65,061-42.3% | $143,757-73.9% | $66,914-43.9% |
| Participation rate | 88.8% | 65.2%+23.6pp | 80.3%+8.5pp | 69.8%+19.0pp |
| Annual return | -15.47% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,357 | $2,361-0.2% | $4,951-52.4% | $2,544-7.4% |
| Participant deferral / active EE | $3,188 | $2,919+9.2% | $5,637-43.5% | $4,237-24.8% |
| Admin fee / account holder | $337 | $502-32.8% | $14,673-97.7% | $593-43.1% |