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 |
|---|---|---|
EXTRACO BANKS3+ years Service code 26 P.O. BOX 6101 · TEMPLE, TX 76503 | Advisory (Participants) | $34,064 |
NEWPORT GROUP, INC.3+ years Service code 14 · EIN 27-2073969 | Plan Administrator | $29,933 |
OBS FINANCIAL3+ years Filed as: OBS FINANCIAL SERVICES Service code 26 10200 WATERVILLE STREET · WHITEHOUSE, OH 43571 | Advisory (Participants) | $26,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,291 | $73,102+187.7% | $123,544+70.2% | $56,287+273.6% |
| Participation rate | 95.7% | 74.3%+21.4pp | 82.3%+13.4pp | 69.9%+25.9pp |
| Annual return | 8.06% | 3.01%+5.1pp | 119.20%-111.1pp | -9.96%+18.0pp |
| Employer contribution / active EE | $6,838 | $2,977+129.7% | $4,628+47.8% | $2,111+223.9% |
| Participant deferral / active EE | $6,216 | $5,423+14.6% | $6,426-3.3% | $3,350+85.6% |
| Admin fee / account holder | $578 | $554+4.5% | $9,284-93.8% | $521+11.0% |