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 INC7+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $38,394 |
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 | $51,483 | $93,182-44.7% | $146,665-64.9% | $79,386-35.1% |
| Participation rate | 82.8% | 76.4%+6.4pp | 80.1%+2.8pp | 70.7%+12.1pp |
| Annual return | 19.01% | 21.61%-2.6pp | 22.74%-3.7pp | 116.85%-97.8pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,320 | $4,169-20.4% | $5,506-39.7% | $4,046-17.9% |
| Admin fee / account holder | $241 | $585-58.7% | $10,280-97.7% | $626-61.5% |