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 MANAGEMENT9+ years Service code 51 · EIN 27-5022450 PO BOX 636 · MANSFIELD, OH 449010636 | Investment Mgmt Fees | $26,479 |
PROTPA9+ years Service code 64 · EIN 90-0666716 PO BOX 636 · MANSFIELD, OH 449010636 | Recordkeeping Fees | $25,150 |
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 | $43,262 | $61,272-29.4% | $149,673-71.1% | $71,457-39.5% |
| Participation rate | 90.6% | 62.5%+28.0pp | 78.8%+11.8pp | 67.9%+22.6pp |
| Annual return | 14.00% | 35.85%-21.8pp | 134.42%-120.4pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,471 | $2,378+3.9% | $4,818-48.7% | $2,588-4.5% |
| Participant deferral / active EE | $3,250 | $2,917+11.4% | $5,680-42.8% | $4,289-24.2% |
| Admin fee / account holder | $330 | $1,261-73.8% | $13,210-97.5% | $1,587-79.2% |