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 INC6 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $28,085 |
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 | $35,255 | $31,741+11.1% | $56,411-37.5% | $199,593-82.3% |
| Participation rate | 10.0% | 32.3%-22.3pp | 52.5%-42.5pp | 72.0%-62.0pp |
| Annual return | 13.30% | 14.72%-1.4pp | 1701.33%-1688.0pp | 34.25%-21.0pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,039-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $430 | $1,184-63.7% | $1,952-78.0% | $5,087-91.5% |
| Admin fee / account holder | $219 | $426-48.5% | $2,829-92.2% | $269-18.4% |