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 21 · EIN 74-0935612 18 SOUTH MAIN ST · TEMPLE, TX 76501 | Bank Trustee | $12,257 |
Service code 10 · EIN 74-2243906 1949 SCOTT BLVD · TEMPLE, TX 76504 | Accounting | $10,540 |
JULY BUSINESS SERVICES9+ years Service code 15 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $7,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,905 | $68,346-44.5% | $94,646-60.0% | $75,163-49.6% |
| Participation rate | 56.1% | 76.1%-20.0pp | 80.8%-24.7pp | 67.2%-11.1pp |
| Annual return | 8.85% | 616.93%-608.1pp | 156.71%-147.9pp | 160.62%-151.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $673 | $6,537-89.7% | $7,418-90.9% | $4,125-83.7% |
| Admin fee / account holder | $454 | $5,326-91.5% | $7,231-93.7% | $5,651-92.0% |