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 Filed as: EXTRACO BANKS N.A. Service code 27 · EIN 74-0935612 | Advisory (Plan) | $47,792 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,430 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $277,082 | $100,923+174.5% | $150,045+84.7% | $74,304+272.9% |
| Participation rate | 79.2% | 70.1%+9.2pp | 82.3%-3.1pp | 60.3%+18.9pp |
| Annual return | 13.82% | 51.77%-37.9pp | 62.55%-48.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $8,743 | $3,463+152.4% | $4,693+86.3% | $2,241+290.1% |
| Participant deferral / active EE | $6,322 | $6,709-5.8% | $7,997-21.0% | $3,767+67.8% |
| Admin fee / account holder | $382 | $2,767-86.2% | $13,435-97.2% | $2,969-87.1% |