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 INC4 years Service code 15 · EIN 39-0415000 | Recordkeeping | $61,053 |
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 | $91,252 | $76,050+20.0% | $96,544-5.5% | $71,457+27.7% |
| Participation rate | 79.4% | 74.4%+4.9pp | 76.0%+3.4pp | 67.9%+11.4pp |
| Annual return | 17.25% | 22.81%-5.6pp | 25.84%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $6,516 | $2,244+190.3% | $2,965+119.8% | $2,588+151.8% |
| Participant deferral / active EE | $3,096 | $4,215-26.6% | $4,851-36.2% | $4,289-27.8% |
| Admin fee / account holder | $370 | $2,707-86.3% | $8,252-95.5% | $1,587-76.7% |