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 INC8+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $93,220 |
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 | $235,493 | $73,867+218.8% | $143,757+63.8% | $68,494+243.8% |
| Participation rate | 79.0% | 66.7%+12.4pp | 80.3%-1.3pp | 67.9%+11.1pp |
| Annual return | -13.77% | 1.01%-14.8pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $8,455 | $3,184+165.5% | $4,951+70.8% | $2,596+225.7% |
| Participant deferral / active EE | $6,067 | $3,384+79.3% | $5,637+7.6% | $4,027+50.7% |
| Admin fee / account holder | $825 | $5,755-85.7% | $14,673-94.4% | $5,403-84.7% |