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 INC1+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $47,326 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,603 | $74,089+20.9% | $133,980-33.1% | $55,167+62.4% |
| Participation rate | 81.5% | 84.3%-2.8pp | 87.1%-5.6pp | 69.0%+12.5pp |
| Annual return | 6.51% | 12.11%-5.6pp | 29.30%-22.8pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,462 | $3,064-52.3% | $5,211-72.0% | $1,963-25.5% |
| Participant deferral / active EE | $2,475 | $4,678-47.1% | $6,282-60.6% | $3,054-19.0% |
| Admin fee / account holder | $438 | $458-4.4% | $9,324-95.3% | $504-13.0% |