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 BANKS2 years Filed as: EXTRACO BANKS N.A. Service code 27 · EIN 74-0935612 | Advisory (Plan) | $45,041 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,432 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $297,321 | $101,317+193.5% | $146,958+102.3% | $74,495+299.1% |
| Participation rate | 91.2% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 23.45% | 8730.91%-8707.5pp | 418.34%-394.9pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $10,993 | $3,810+188.5% | $4,933+122.8% | $2,623+319.1% |
| Participant deferral / active EE | $7,907 | $7,303+8.3% | $8,070-2.0% | $4,346+81.9% |
| Admin fee / account holder | $408 | $1,739-76.5% | $12,998-96.9% | $1,942-79.0% |