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 INC2 years Filed as: TRUST POINT Service code 15 · EIN 39-0415000 | Recordkeeping | $49,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,689 | $80,138+45.6% | $130,231-10.4% | $71,457+63.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 14.06% | 16.81%-2.8pp | 38.77%-24.7pp | 28.85%-14.8pp |
| Employer contribution / active EE | $3,774 | $2,834+33.2% | $4,126-8.5% | $2,588+45.9% |
| Participant deferral / active EE | $5,073 | $4,641+9.3% | $6,799-25.4% | $4,289+18.3% |
| Admin fee / account holder | $256 | $1,035-75.3% | $6,020-95.7% | $1,587-83.9% |