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 INC7+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $66,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,144 | $50,956-17.3% | $96,562-56.4% | $86,799-51.4% |
| Participation rate | 85.9% | 65.2%+20.6pp | 69.8%+16.1pp | 72.3%+13.6pp |
| Annual return | 14.92% | 21.27%-6.3pp | 37.78%-22.9pp | 97.91%-83.0pp |
| Employer contribution / active EE | $1,664 | $1,111+49.8% | $2,356-29.4% | $2,405-30.8% |
| Participant deferral / active EE | $3,152 | $2,954+6.7% | $3,849-18.1% | $4,131-23.7% |
| Admin fee / account holder | $189 | $166+14.1% | $6,181-96.9% | $170+11.7% |