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 BANKS1 year Filed as: EXTRACO BANKS N.A. Service code 27 · EIN 74-0935612 | Advisory (Plan) | $42,998 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,094 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,601 | $91,407+176.3% | $135,903+85.9% | $71,457+253.5% |
| Participation rate | 91.9% | 75.7%+16.3pp | 81.9%+10.0pp | 67.9%+24.0pp |
| Annual return | 12.00% | 29.90%-17.9pp | 68.23%-56.2pp | 28.85%-16.8pp |
| Employer contribution / active EE | $10,887 | $3,703+194.0% | $4,856+124.2% | $2,588+320.7% |
| Participant deferral / active EE | $8,043 | $7,092+13.4% | $7,758+3.7% | $4,289+87.5% |
| Admin fee / account holder | $415 | $1,266-67.2% | $10,762-96.1% | $1,587-73.8% |