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 INC5+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $43,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,938 | $123,793-1.5% | $177,821-31.4% | $79,858+52.7% |
| Participation rate | 95.7% | 84.7%+11.1pp | 87.7%+8.0pp | 69.6%+26.1pp |
| Annual return | 16.12% | 22.82%-6.7pp | 48.32%-32.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,037 | $4,095-50.3% | $5,918-65.6% | $2,471-17.6% |
| Participant deferral / active EE | $4,687 | $5,956-21.3% | $7,714-39.2% | $3,740+25.3% |
| Admin fee / account holder | $371 | $7,243-94.9% | $12,427-97.0% | $5,306-93.0% |