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 |
|---|---|---|
Filed as: TWELVE POINTS WEALTH MGT LLC Service code 27 · EIN 46-5061538 | Advisory (Plan) | $15,688 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $12,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,496 | $58,879-17.6% | $178,490-72.8% | $73,488-34.0% |
| Participation rate | 53.2% | 66.2%-13.1pp | 81.9%-28.8pp | 70.7%-17.5pp |
| Annual return | 9.82% | 24.86%-15.0pp | 151.07%-141.3pp | 28.51%-18.7pp |
| Employer contribution / active EE | $889 | $2,236-60.3% | $5,011-82.3% | $2,270-60.9% |
| Participant deferral / active EE | $1,632 | $2,567-36.4% | $5,202-68.6% | $3,740-56.4% |
| Admin fee / account holder | $226 | $400-43.4% | $13,984-98.4% | $513-55.9% |