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 |
|---|---|---|
TURNER, STOEVE & GAGLIARDI, P.S.3+ years Filed as: J.P.TURNER & CMPNY CPL MNGMT, LLC Service code 26 ONE BUCKHEAD PLAZA, 11TH FLOOR · ATLANTA, GA 30305 | Advisory (Participants) | $13,055 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $7,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,519 | $52,639-7.8% | $185,117-73.8% | $62,292-22.1% |
| Participation rate | 33.6% | 63.9%-30.2pp | 77.3%-43.7pp | 69.5%-35.9pp |
| Annual return | 24.76% | 19.57%+5.2pp | 40.50%-15.7pp | 28.90%-4.1pp |
| Employer contribution / active EE | $939 | $1,483-36.7% | $4,182-77.6% | $2,042-54.0% |
| Participant deferral / active EE | $1,836 | $3,097-40.7% | $5,045-63.6% | $3,169-42.1% |
| Admin fee / account holder | $234 | $374-37.5% | $8,159-97.1% | $479-51.3% |