See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EXTRACO BANKS1 year Service code 27 1700 NORTH VALLEY MILLS DRIVE · WACO, TX 76710 | Advisory (Plan) | $13,571 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,274 | $59,263+18.6% | $96,562-27.2% | $79,386-11.5% |
| Participation rate | 36.3% | 61.9%-25.6pp | 69.8%-33.5pp | 70.7%-34.4pp |
| Annual return | 22.44% | 27.07%-4.6pp | 37.78%-15.3pp | 116.85%-94.4pp |
| Employer contribution / active EE | $535 | $1,216-56.0% | $2,356-77.3% | $2,427-78.0% |
| Participant deferral / active EE | $1,302 | $2,948-55.8% | $3,849-66.2% | $4,046-67.8% |
| Admin fee / account holder | $356 | $658-46.0% | $6,181-94.2% | $626-43.2% |