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 BANKS5 years Service code 21 · EIN 74-0935612 3615 S. 31ST · TEMPLE, TX 76502 | Bank Trustee | $11,627 |
Filed as: LUDWICK,MONTGOMERY,STAPP&COWAN P.C. Service code 10 · EIN 74-2243906 1949 SCOTT BLVD · TEMPLE, TX 76504 | Accounting | $11,105 |
JULY BUSINESS SERVICES11+ years Service code 15 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $6,806 |
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 | $37,285 | $80,673-53.8% | $101,326-63.2% | $84,808-56.0% |
| Participation rate | 60.3% | 77.8%-17.5pp | 81.5%-21.2pp | 68.3%-8.0pp |
| Annual return | 7.21% | 38.95%-31.7pp | 36.82%-29.6pp | 40.90%-33.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $822 | $6,840-88.0% | $7,994-89.7% | $4,212-80.5% |
| Admin fee / account holder | $454 | $12,784-96.4% | $11,185-95.9% | $7,344-93.8% |