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 INC6+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $55,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,662 | $64,286-47.6% | $90,951-63.0% | $73,409-54.1% |
| Participation rate | 88.7% | 63.6%+25.1pp | 69.0%+19.7pp | 72.2%+16.6pp |
| Annual return | 18.71% | 21.45%-2.7pp | 134.60%-115.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $1,330 | $895+48.7% | $2,122-37.3% | $2,234-40.4% |
| Participant deferral / active EE | $2,259 | $2,453-7.9% | $3,373-33.0% | $3,805-40.6% |
| Admin fee / account holder | $154 | $287-46.2% | $5,959-97.4% | $158-2.2% |