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 INC4+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $33,807 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,130 | $95,416-18.1% | $185,823-58.0% | $85,850-9.0% |
| Participation rate | 70.5% | 68.8%+1.7pp | 81.7%-11.2pp | 69.3%+1.2pp |
| Annual return | 13.23% | 23.59%-10.4pp | 122.05%-108.8pp | 318.53%-305.3pp |
| Employer contribution / active EE | $986 | $3,314-70.2% | $5,167-80.9% | $2,565-61.6% |
| Participant deferral / active EE | $3,672 | $3,423+7.3% | $5,568-34.1% | $3,952-7.1% |
| Admin fee / account holder | $412 | $7,213-94.3% | $16,237-97.5% | $6,260-93.4% |