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 INC3+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $26,361 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,622 | $63,299-51.6% | $91,001-66.3% | $62,292-50.8% |
| Participation rate | 76.1% | 73.3%+2.8pp | 75.6%+0.5pp | 69.5%+6.6pp |
| Annual return | 16.80% | 20.99%-4.2pp | 4.60%+12.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $323 | $1,807-82.1% | $2,456-86.8% | $2,042-84.2% |
| Participant deferral / active EE | $1,517 | $2,943-48.4% | $3,547-57.2% | $3,169-52.1% |
| Admin fee / account holder | $142 | $468-69.5% | $5,417-97.4% | $479-70.3% |