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 MANAGEMENT3+ years Filed as: PARSEC FINANCIAL Service code 27 6 WALL STREET · ASHEVILLE, NC 28801 | Advisory (Plan) | $20,400 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $6,414 |
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 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 | $95,962 | $71,192+34.8% | $117,854-18.6% | $62,292+54.1% |
| Participation rate | 68.2% | 74.2%-6.0pp | 79.7%-11.4pp | 69.5%-1.3pp |
| Annual return | 21.44% | 18.66%+2.8pp | 335.08%-313.6pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,063 | $1,934-45.1% | $3,786-71.9% | $2,042-48.0% |
| Participant deferral / active EE | $2,389 | $3,189-25.1% | $4,482-46.7% | $3,169-24.6% |
| Admin fee / account holder | $341 | $587-41.9% | $8,020-95.7% | $479-28.8% |