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 INC5+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $50,044 |
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 | $27,164 | $40,174-32.4% | $84,015-67.7% | $67,579-59.8% |
| Participation rate | 87.4% | 62.7%+24.7pp | 69.0%+18.4pp | 71.3%+16.1pp |
| Annual return | 41.94% | 25.82%+16.1pp | 71.31%-29.4pp | 378.56%-336.6pp |
| Employer contribution / active EE | $1,262 | $808+56.3% | $1,983-36.4% | $2,148-41.2% |
| Participant deferral / active EE | $2,030 | $2,301-11.8% | $3,239-37.3% | $3,539-42.7% |
| Admin fee / account holder | $143 | $128+11.7% | $6,101-97.6% | $142+0.8% |