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 Service code 15 · EIN 39-0415000 | Recordkeeping | $86,931 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,910 | $91,190+159.8% | $178,490+32.7% | $79,858+196.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.56% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $7,704 | $3,256+136.6% | $5,011+53.8% | $2,471+211.8% |
| Participant deferral / active EE | $5,568 | $3,236+72.0% | $5,202+7.0% | $3,740+48.9% |
| Admin fee / account holder | $753 | $6,751-88.8% | $13,984-94.6% | $5,306-85.8% |