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 INC1 year Filed as: TRUST POINT Service code 15 · EIN 39-0415000 | Recordkeeping | $7,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,974 | $69,848+54.6% | $115,756-6.7% | $66,914+61.4% |
| Participation rate | 100.0% | 70.6%+29.4pp | 77.1%+22.9pp | 69.8%+30.2pp |
| Annual return | -13.68% | 969.66%-983.3pp | 143.14%-156.8pp | 1.58%-15.3pp |
| Employer contribution / active EE | $4,710 | $2,613+80.3% | $3,793+24.2% | $2,544+85.1% |
| Participant deferral / active EE | $3,587 | $4,274-16.1% | $6,254-42.6% | $4,237-15.3% |
| Admin fee / account holder | $37 | $337-89.1% | $8,124-99.5% | $593-93.8% |