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 6-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,960 |
Filed as: TWELVE POINTS WEALTH MANAGEMENT Service code 27 · EIN 46-5061538 | Advisory (Plan) | $21,960 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,865 | $53,165-72.0% | $86,188-82.8% | $74,419-80.0% |
| Participation rate | 92.4% | 64.9%+27.5pp | 69.0%+23.4pp | 70.7%+21.6pp |
| Annual return | 51.13% | 22.64%+28.5pp | 1168.45%-1117.3pp | 34.38%+16.8pp |
| Employer contribution / active EE | $1,467 | $1,210+21.2% | $2,380-38.4% | $2,637-44.4% |
| Participant deferral / active EE | $4,653 | $3,234+43.9% | $3,985+16.8% | $4,528+2.8% |
| Admin fee / account holder | $108 | $551-80.4% | $6,852-98.4% | $348-68.9% |