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 8-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 INC2+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $27,668 |
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 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 | $49,930 | $85,202-41.4% | $172,739-71.1% | $72,985-31.6% |
| Participation rate | 60.7% | 70.1%-9.4pp | 82.6%-22.0pp | 69.5%-8.8pp |
| Annual return | 20.65% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $590 | $3,324-82.3% | $5,143-88.5% | $2,440-75.8% |
| Participant deferral / active EE | $2,155 | $3,260-33.9% | $5,198-58.5% | $3,607-40.3% |
| Admin fee / account holder | $288 | $5,884-95.1% | $13,954-97.9% | $5,124-94.4% |