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 MANAGEMENT6+ years Filed as: PARSEC FINANCIAL Service code 27 · EIN 56-1443390 | Advisory (Plan) | $24,069 |
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 | $128,767 | $81,474+58.0% | $133,956-3.9% | $73,488+75.2% |
| Participation rate | 57.5% | 76.4%-18.8pp | 79.8%-22.3pp | 70.7%-13.2pp |
| Annual return | 15.04% | 19.40%-4.4pp | 45.09%-30.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,362 | $2,209-38.4% | $3,919-65.2% | $2,270-40.0% |
| Participant deferral / active EE | $2,564 | $3,786-32.3% | $5,048-49.2% | $3,740-31.4% |
| Admin fee / account holder | $404 | $713-43.4% | $8,927-95.5% | $513-21.3% |