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 INC10+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $94,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,671 | $54,193-1.0% | $93,606-42.7% | $77,643-30.9% |
| Participation rate | 66.8% | 63.9%+2.9pp | 68.7%-1.9pp | 70.6%-3.8pp |
| Annual return | 19.67% | 30.54%-10.9pp | 133.20%-113.5pp | 31.24%-11.6pp |
| Employer contribution / active EE | $1,909 | $1,168+63.5% | $2,420-21.1% | $2,726-29.9% |
| Participant deferral / active EE | $3,427 | $3,144+9.0% | $4,411-22.3% | $4,647-26.3% |
| Admin fee / account holder | $220 | $576-61.8% | $8,285-97.3% | $430-48.9% |