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 |
|---|---|---|
PROTPA11+ years Service code 64 · EIN 84-4242529 580 LEXINGTON AVE. · MANSFIELD, OH 44907 | Recordkeeping Fees | $32,615 |
ESB WEALTH MANAGEMENT11+ years Service code 51 · EIN 27-5022450 PO BOX 636 · MANSFIELD, OH 449010636 | Investment Mgmt Fees | $29,591 |
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 | $56,443 | $49,915+13.1% | $154,803-63.5% | $74,304-24.0% |
| Participation rate | 90.2% | 54.0%+36.3pp | 78.1%+12.2pp | 60.3%+29.9pp |
| Annual return | 12.96% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,831 | $1,611+75.7% | $4,305-34.2% | $2,241+26.3% |
| Participant deferral / active EE | $3,671 | $2,255+62.8% | $5,540-33.7% | $3,767-2.6% |
| Admin fee / account holder | $388 | $2,189-82.3% | $14,329-97.3% | $2,969-86.9% |