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 INC4+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $43,315 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,048 | $35,485-37.9% | $74,550-70.4% | $55,725-60.4% |
| Participation rate | 83.9% | 62.5%+21.4pp | 69.1%+14.8pp | 70.9%+13.1pp |
| Annual return | -8.41% | 0.72%-9.1pp | 32.53%-40.9pp | 244.93%-253.3pp |
| Employer contribution / active EE | $1,111 | $777+42.9% | $1,961-43.4% | $2,078-46.6% |
| Participant deferral / active EE | $1,886 | $2,181-13.5% | $3,108-39.3% | $3,356-43.8% |
| Admin fee / account holder | $150 | $114+31.5% | $5,060-97.0% | $115+30.6% |