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 MANAGEMENT5+ years Filed as: PARSEC FINANCIAL Service code 27 · EIN 56-1443390 | Advisory (Plan) | $28,688 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $5,024 |
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 | $114,043 | $86,332+32.1% | $125,175-8.9% | $65,185+75.0% |
| Participation rate | 60.4% | 75.3%-15.0pp | 79.8%-19.4pp | 70.2%-9.8pp |
| Annual return | 23.89% | 27.43%-3.5pp | 43.79%-19.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,348 | $2,040-33.9% | $3,865-65.1% | $2,177-38.1% |
| Participant deferral / active EE | $2,490 | $3,537-29.6% | $4,937-49.6% | $3,514-29.1% |
| Admin fee / account holder | $439 | $609-28.0% | $9,702-95.5% | $847-48.2% |