See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC4 years Filed as: TRUST POINT Service code 15 · EIN 39-0415000 | Recordkeeping | $67,993 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,247 | $88,581+62.8% | $145,661-1.0% | $74,304+94.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 60.3%+39.7pp |
| Annual return | 13.73% | 34.30%-20.6pp | 101.46%-87.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $3,715 | $2,612+42.2% | $4,238-12.3% | $2,241+65.8% |
| Participant deferral / active EE | $5,281 | $4,151+27.2% | $7,198-26.6% | $3,767+40.2% |
| Admin fee / account holder | $366 | $2,953-87.6% | $12,466-97.1% | $2,969-87.7% |