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 year Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $5,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,294 | $25,302-11.9% | $74,701-70.2% | $67,579-67.0% |
| Participation rate | 8.6% | 37.8%-29.3pp | 54.5%-45.9pp | 71.3%-62.7pp |
| Annual return | 24.21% | 10291.17%-10267.0pp | 752.92%-728.7pp | 378.56%-354.3pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $328 | $954-65.6% | $1,964-83.3% | $3,539-90.7% |
| Admin fee / account holder | $136 | $108+25.9% | $3,333-95.9% | $142-4.7% |