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 BANKS4 years Service code 21 · EIN 74-0935612 3615 S. 31ST · TEMPLE, TX 76502 | Bank Trustee | $12,047 |
Service code 10 · EIN 74-2243906 1949 SCOTT BLVD · TEMPLE, TX 76504 | Accounting | $10,765 |
JULY BUSINESS SERVICES10+ years Service code 15 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $7,217 |
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 | $36,056 | $77,503-53.5% | $100,391-64.1% | $80,856-55.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 9.91% | 37.20%-27.3pp | 49.20%-39.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,263 | $6,820-81.5% | $8,082-84.4% | $4,296-70.6% |
| Admin fee / account holder | $493 | $5,897-91.6% | $7,899-93.8% | $6,918-92.9% |