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 INC5 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $24,663 |
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 | $29,749 | $26,114+13.9% | $58,482-49.1% | $74,419-60.0% |
| Participation rate | 11.0% | 32.1%-21.2pp | 50.9%-39.9pp | 70.7%-59.8pp |
| Annual return | 17.42% | 32.51%-15.1pp | 4239.32%-4221.9pp | 34.38%-17.0pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $447 | $1,075-58.4% | $1,924-76.7% | $4,528-90.1% |
| Admin fee / account holder | $199 | $649-69.4% | $2,516-92.1% | $348-42.8% |