See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC5 years Service code 15 · EIN 39-0415000 | Recordkeeping | $68,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,342 | $79,171+40.6% | $102,423+8.7% | $74,495+49.5% |
| Participation rate | 81.3% | 74.8%+6.5pp | 76.5%+4.8pp | 67.2%+14.1pp |
| Annual return | 13.74% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,647 | $2,362+54.4% | $3,023+20.6% | $2,623+39.0% |
| Participant deferral / active EE | $7,950 | $4,415+80.1% | $5,053+57.3% | $4,346+82.9% |
| Admin fee / account holder | $456 | $2,001-77.2% | $9,451-95.2% | $1,942-76.5% |