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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.
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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 INC6 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $32,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,941 | $62,127-30.9% | $81,382-47.2% | $74,495-42.4% |
| Participation rate | 88.6% | 64.0%+24.6pp | 69.5%+19.2pp | 67.2%+21.4pp |
| Annual return | 11.20% | 16.48%-5.3pp | 24.73%-13.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,927 | $1,882+2.4% | $2,463-21.8% | $2,623-26.5% |
| Participant deferral / active EE | $3,653 | $3,229+13.1% | $3,883-5.9% | $4,346-15.9% |
| Admin fee / account holder | $229 | $1,934-88.2% | $5,768-96.0% | $1,942-88.2% |