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 INC3 years Filed as: TRUST POINT Service code 15 · EIN 39-0415000 | Recordkeeping | $63,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,646 | $89,248+41.9% | $136,007-6.9% | $74,495+70.0% |
| Participation rate | 100.0% | 69.4%+30.6pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 10.74% | 22.76%-12.0pp | 579.32%-568.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $3,891 | $2,838+37.1% | $4,217-7.7% | $2,623+48.3% |
| Participant deferral / active EE | $5,279 | $4,598+14.8% | $7,025-24.9% | $4,346+21.5% |
| Admin fee / account holder | $330 | $1,545-78.7% | $6,858-95.2% | $1,942-83.0% |