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 3-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 RETIREMENT ADVISORS Service code 27 9 POND LN · CONCORD, MA 01742 | Advisory (Plan) | $56,104 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $33,340 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,904 | $82,917-16.9% | $103,333-33.3% | $77,643-11.3% |
| Participation rate | 88.0% | 71.6%+16.5pp | 74.5%+13.5pp | 70.6%+17.4pp |
| Annual return | 28.34% | 19.13%+9.2pp | 24.88%+3.5pp | 31.24%-2.9pp |
| Employer contribution / active EE | $3,843 | $3,552+8.2% | $3,868-0.6% | $2,726+41.0% |
| Participant deferral / active EE | $7,532 | $4,108+83.3% | $5,057+48.9% | $4,647+62.1% |
| Admin fee / account holder | $234 | $638-63.3% | $8,355-97.2% | $430-45.6% |