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 8-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 MANAGEMENT Service code 27 · EIN 46-5061538 | Advisory (Plan) | $55,718 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233334 | Recordkeeping | $33,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,920 | $106,110-5.8% | $147,005-32.0% | $77,671+28.6% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.5pp | 70.6%+26.0pp |
| Annual return | 17.60% | 56.77%-39.2pp | 418.76%-401.2pp | 31.21%-13.6pp |
| Employer contribution / active EE | $5,711 | $4,065+40.5% | $4,934+15.7% | $2,726+109.5% |
| Participant deferral / active EE | $15,875 | $7,992+98.7% | $8,070+96.7% | $4,648+241.6% |
| Admin fee / account holder | $207 | $338-38.8% | $13,006-98.4% | $430-51.9% |