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 INC8+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $66,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,668 | $42,353+5.5% | $79,550-43.8% | $64,808-31.1% |
| Participation rate | 59.2% | 64.8%-5.6pp | 69.5%-10.3pp | 71.5%-12.3pp |
| Annual return | -15.35% | -12.24%-3.1pp | 0.16%-15.5pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,776 | $1,181+50.4% | $2,413-26.4% | $2,506-29.1% |
| Participant deferral / active EE | $3,469 | $3,170+9.4% | $3,985-13.0% | $4,310-19.5% |
| Admin fee / account holder | $217 | $160+36.2% | $6,832-96.8% | $188+15.7% |