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 7-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 LL Service code 27 · EIN 46-5061538 | Advisory (Plan) | $41,961 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,344 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,021 | $100,923-35.6% | $150,045-56.7% | $74,304-12.5% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.3%+10.3pp | 60.3%+32.2pp |
| Annual return | 31.15% | 51.77%-20.6pp | 62.55%-31.4pp | 29.43%+1.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13,101 | $6,709+95.3% | $7,997+63.8% | $3,767+247.8% |
| Admin fee / account holder | $245 | $2,767-91.1% | $13,435-98.2% | $2,969-91.7% |