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 INC3 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $20,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,994 | $30,555+1.4% | $80,716-61.6% | $86,799-64.3% |
| Participation rate | 9.7% | 37.2%-27.5pp | 54.2%-44.5pp | 72.3%-62.6pp |
| Annual return | 15.91% | 30.35%-14.4pp | 87.28%-71.4pp | 97.91%-82.0pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $413 | $1,050-60.6% | $2,146-80.7% | $4,131-90.0% |
| Admin fee / account holder | $190 | $135+40.6% | $3,380-94.4% | $170+12.3% |