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 INC2 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $16,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,738 | $29,369-12.4% | $77,482-66.8% | $73,409-64.9% |
| Participation rate | 9.7% | 37.9%-28.2pp | 54.2%-44.5pp | 72.2%-62.5pp |
| Annual return | 14.09% | 358.15%-344.1pp | 54.79%-40.7pp | 59.29%-45.2pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $341 | $941-63.8% | $1,861-81.7% | $3,805-91.0% |
| Admin fee / account holder | $154 | $123+25.4% | $2,858-94.6% | $158-2.5% |