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 INC1+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $23,421 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,984 | $53,412-57.0% | $68,509-66.5% | $52,331-56.1% |
| Participation rate | 82.3% | 71.7%+10.6pp | 74.7%+7.5pp | 68.1%+14.2pp |
| Annual return | -1.01% | 3.42%-4.4pp | 8.27%-9.3pp | 4.54%-5.5pp |
| Employer contribution / active EE | $355 | $1,607-77.9% | $2,278-84.4% | $1,882-81.1% |
| Participant deferral / active EE | $1,638 | $2,688-39.1% | $3,382-51.6% | $3,022-45.8% |
| Admin fee / account holder | $130 | $461-71.8% | $5,275-97.5% | $592-78.0% |