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 INC8+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $38,161 |
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 | $38,063 | $86,655-56.1% | $119,609-68.2% | $66,914-43.1% |
| Participation rate | 88.7% | 75.6%+13.2pp | 79.3%+9.5pp | 69.8%+18.9pp |
| Annual return | -13.90% | -8.00%-5.9pp | -14.97%+1.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,703 | $4,358-15.0% | $5,602-33.9% | $4,237-12.6% |
| Admin fee / account holder | $254 | $755-66.3% | $10,323-97.5% | $593-57.1% |