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 INC7+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $93,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,453 | $95,416+181.3% | $185,823+44.5% | $85,850+212.7% |
| Participation rate | 93.3% | 68.8%+24.5pp | 81.7%+11.6pp | 69.3%+23.9pp |
| Annual return | 11.42% | 23.59%-12.2pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $7,894 | $3,314+138.2% | $5,167+52.8% | $2,565+207.7% |
| Participant deferral / active EE | $5,615 | $3,423+64.0% | $5,568+0.8% | $3,952+42.1% |
| Admin fee / account holder | $817 | $7,213-88.7% | $16,237-95.0% | $6,260-87.0% |