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 BANKS2 years Service code 27 1700 NORTH VALLEY MILLS DRIVE · WACO, TX 76710 | Advisory (Plan) | $15,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,298 | $49,451+26.0% | $79,550-21.7% | $66,914-6.9% |
| Participation rate | 36.5% | 61.3%-24.8pp | 69.5%-33.0pp | 69.8%-33.3pp |
| Annual return | -17.47% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $614 | $1,266-51.5% | $2,413-74.5% | $2,544-75.9% |
| Participant deferral / active EE | $1,708 | $3,159-45.9% | $3,985-57.1% | $4,237-59.7% |
| Admin fee / account holder | $339 | $595-43.0% | $6,832-95.0% | $593-42.8% |