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 INC3 years Service code 15 · EIN 39-0415000 | Recordkeeping | $56,697 |
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 | $76,100 | $65,435+16.3% | $86,677-12.2% | $66,914+13.7% |
| Participation rate | 79.4% | 75.5%+3.9pp | 76.6%+2.8pp | 69.8%+9.6pp |
| Annual return | -13.71% | -10.89%-2.8pp | 35.91%-49.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,316 | $2,153+54.0% | $2,836+16.9% | $2,544+30.4% |
| Participant deferral / active EE | $5,768 | $4,100+40.7% | $4,656+23.9% | $4,237+36.1% |
| Admin fee / account holder | $354 | $642-44.8% | $7,493-95.3% | $593-40.3% |