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 |
|---|---|---|
PARSEC FINANCIAL MANAGEMENT1+ years Filed as: PARSEC FINANCIAL Service code 27 6 WALL STREET · ASHEVILLE, NC 28801 | Advisory (Plan) | $18,119 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $12,662 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 60 | Sub-TA Fees | $3,562 |
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 | $73,068 | $65,703+11.2% | $94,224-22.5% | $59,632+22.5% |
| Participation rate | 71.1% | 72.1%-1.0pp | 78.8%-7.6pp | 68.7%+2.5pp |
| Annual return | -1.20% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $938 | $2,021-53.6% | $3,587-73.8% | $2,203-57.4% |
| Participant deferral / active EE | $2,307 | $3,143-26.6% | $4,320-46.6% | $3,192-27.7% |
| Admin fee / account holder | $349 | $4,264-91.8% | $6,269-94.4% | $4,297-91.9% |