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 INC7+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $49,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,361 | $110,094+5.7% | $151,611-23.3% | $68,494+69.9% |
| Participation rate | 90.7% | 84.0%+6.8pp | 87.5%+3.2pp | 67.9%+22.8pp |
| Annual return | -16.19% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,052 | $4,471-54.1% | $6,166-66.7% | $2,596-21.0% |
| Participant deferral / active EE | $5,088 | $6,527-22.0% | $8,363-39.2% | $4,027+26.3% |
| Admin fee / account holder | $423 | $7,719-94.5% | $11,616-96.4% | $5,403-92.2% |