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 INC5+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $32,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,461 | $73,867-15.4% | $143,757-56.6% | $68,494-8.8% |
| Participation rate | 63.0% | 66.7%-3.6pp | 80.3%-17.3pp | 67.9%-4.9pp |
| Annual return | -18.56% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $874 | $3,184-72.6% | $4,951-82.4% | $2,596-66.4% |
| Participant deferral / active EE | $3,025 | $3,384-10.6% | $5,637-46.3% | $4,027-24.9% |
| Admin fee / account holder | $380 | $5,755-93.4% | $14,673-97.4% | $5,403-93.0% |