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 INC4 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $21,790 |
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 | $26,240 | $30,086-12.8% | $61,373-57.2% | $64,808-59.5% |
| Participation rate | 11.4% | 36.4%-24.9pp | 52.6%-41.2pp | 71.5%-60.0pp |
| Annual return | -17.79% | -13.99%-3.8pp | 338.61%-356.4pp | 32.82%-50.6pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $464 | $1,126-58.8% | $2,125-78.2% | $4,310-89.2% |
| Admin fee / account holder | $186 | $148+25.7% | $2,130-91.3% | $188-0.8% |