See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PARSEC FINANCIAL MANAGEMENT7+ years Filed as: PARSEC FINANCIAL Service code 27 · EIN 56-1443390 | Advisory (Plan) | $28,202 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,356 | $93,182+58.1% | $146,665+0.5% | $79,386+85.6% |
| Participation rate | 59.4% | 76.4%-17.0pp | 80.1%-20.6pp | 70.7%-11.3pp |
| Annual return | 17.92% | 21.61%-3.7pp | 22.74%-4.8pp | 116.85%-98.9pp |
| Employer contribution / active EE | $1,443 | $2,420-40.4% | $4,136-65.1% | $2,427-40.6% |
| Participant deferral / active EE | $2,628 | $4,169-37.0% | $5,506-52.3% | $4,046-35.0% |
| Admin fee / account holder | $481 | $585-17.9% | $10,280-95.3% | $626-23.3% |