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 |
|---|---|---|
PARALLEL ADVISORS LLC6 years Service code 27 · EIN 20-4420591 | Advisory (Plan) | $43,803 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,919 |
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 | $75,597 | $84,487-10.5% | $125,339-39.7% | $66,914+13.0% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -14.83% | -8.39%-6.4pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,113 | $3,553-40.5% | $4,814-56.1% | $2,544-16.9% |
| Participant deferral / active EE | $9,166 | $6,781+35.2% | $7,446+23.1% | $4,237+116.3% |
| Admin fee / account holder | $476 | $685-30.5% | $10,010-95.2% | $593-19.8% |