See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC7 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $32,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,392 | $35,197+20.4% | $53,898-21.3% | $102,872-58.8% |
| Participation rate | 8.8% | 29.6%-20.8pp | 55.0%-46.2pp | 73.0%-64.3pp |
| Annual return | 17.60% | 17.55%+0.1pp | 528.60%-511.0pp | 19.06%-1.5pp |
| Employer contribution / active EE | $0 | $713-100.0% | $932-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $389 | $1,333-70.8% | $1,826-78.7% | $5,535-93.0% |
| Admin fee / account holder | $248 | $834-70.2% | $2,491-90.0% | $292-15.0% |