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 Service code 15 · EIN 39-0415000 | Recordkeeping | $84,595 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $205,677 | $52,953+288.4% | $172,739+19.1% | $65,185+215.5% |
| Participation rate | 98.0% | 66.2%+31.8pp | 82.6%+15.4pp | 70.2%+27.8pp |
| Annual return | 17.35% | 30.12%-12.8pp | 802.84%-785.5pp | 29.38%-12.0pp |
| Employer contribution / active EE | $7,399 | $2,190+237.9% | $5,143+43.9% | $2,177+239.9% |
| Participant deferral / active EE | $4,945 | $2,471+100.1% | $5,198-4.9% | $3,514+40.7% |
| Admin fee / account holder | $689 | $472+46.0% | $13,954-95.1% | $847-18.7% |