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 |
|---|---|---|
Service code 21 · EIN 56-0223230 | Bank Trustee | $54,822 |
PARSEC FINANCIAL MANAGEMENT2+ years Service code 27 · EIN 56-1443390 | Advisory (Plan) | $17,104 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY LLC Service code 27 · EIN 26-4560299 | Advisory (Plan) | $13,387 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $663 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,958 | $46,732+133.2% | $156,549-30.4% | $55,167+97.5% |
| Participation rate | 73.0% | 65.8%+7.2pp | 84.0%-11.0pp | 69.0%+4.0pp |
| Annual return | 6.71% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $95 | $2,105-95.5% | $5,501-98.3% | $1,963-95.2% |
| Participant deferral / active EE | $3,103 | $2,204+40.8% | $4,871-36.3% | $3,054+1.6% |
| Admin fee / account holder | $572 | $418+36.6% | $13,027-95.6% | $504+13.5% |