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 9-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) | $70,743 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233334 | Recordkeeping | $35,176 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,370 | $119,446+4.1% | $150,045-17.1% | $85,563+45.4% |
| Participation rate | 98.7% | 75.4%+23.3pp | 82.3%+16.4pp | 66.0%+32.8pp |
| Annual return | 21.04% | 23.72%-2.7pp | 62.55%-41.5pp | 31.51%-10.5pp |
| Employer contribution / active EE | $6,078 | $4,078+49.0% | $4,693+29.5% | $2,654+129.1% |
| Participant deferral / active EE | $17,165 | $7,985+115.0% | $7,997+114.6% | $4,375+292.3% |
| Admin fee / account holder | $230 | $548-57.9% | $13,435-98.3% | $834-72.4% |