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 10-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 |
|---|---|---|
TRUST POINT INC2 years Service code 15 · EIN 39-0415000 | Recordkeeping | $53,040 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,370 | $84,936+4.0% | $111,297-20.6% | $79,386+11.3% |
| Participation rate | 87.1% | 75.9%+11.2pp | 77.3%+9.8pp | 70.7%+16.4pp |
| Annual return | 16.82% | 17.45%-0.6pp | 54.65%-37.8pp | 116.85%-100.0pp |
| Employer contribution / active EE | $2,505 | $1,979+26.5% | $2,731-8.3% | $2,427+3.2% |
| Participant deferral / active EE | $5,409 | $3,888+39.1% | $4,487+20.5% | $4,046+33.7% |
| Admin fee / account holder | $358 | $537-33.3% | $7,964-95.5% | $626-42.8% |