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 MANAGEMENT10+ years Service code 51 · EIN 27-5022450 PO BOX 636 · MANSFIELD, OH 449010636 | Investment Mgmt Fees | $32,662 |
PROTPA10+ years Service code 64 · EIN 84-4242529 580 LEXINGTON AVE. · MANSFIELD, OH 44907 | Recordkeeping Fees | $29,444 |
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 | $51,043 | $55,415-7.9% | $155,509-67.2% | $74,495-31.5% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 12.46% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,110 | $2,267+37.2% | $4,672-33.4% | $2,623+18.6% |
| Participant deferral / active EE | $3,898 | $2,836+37.5% | $5,626-30.7% | $4,346-10.3% |
| Admin fee / account holder | $388 | $1,738-77.7% | $15,912-97.6% | $1,942-80.0% |