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 | $35,437 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,201 |
Filed as: TWLEVE POINTS WEALTH MANAGEMENT Service code 27 · EIN 46-5061538 | Advisory (Plan) | $27,266 |
Filed as: TWELVE POINTS WEALTH MGT LLC Service code 27 · EIN 46-5061538 | Advisory (Plan) | $22,565 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $21,860 | $54,193-59.7% | $93,606-76.6% | $77,643-71.8% |
| Participation rate | 93.4% | 63.9%+29.5pp | 68.7%+24.7pp | 70.6%+22.9pp |
| Annual return | 27.54% | 30.54%-3.0pp | 133.20%-105.7pp | 31.24%-3.7pp |
| Employer contribution / active EE | $1,011 | $1,168-13.4% | $2,420-58.2% | $2,726-62.9% |
| Participant deferral / active EE | $5,870 | $3,144+86.7% | $4,411+33.1% | $4,647+26.3% |
| Admin fee / account holder | $125 | $576-78.3% | $8,285-98.5% | $430-71.0% |