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 year Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $33,260 |
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 | $40,698 | $70,908-42.6% | $98,907-58.9% | $73,488-44.6% |
| Participation rate | 77.7% | 73.8%+3.9pp | 76.0%+1.7pp | 70.7%+7.0pp |
| Annual return | 14.29% | 34.17%-19.9pp | 196.43%-182.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $374 | $2,036-81.6% | $2,689-86.1% | $2,270-83.5% |
| Participant deferral / active EE | $1,911 | $3,500-45.4% | $4,244-55.0% | $3,740-48.9% |
| Admin fee / account holder | $175 | $535-67.3% | $6,642-97.4% | $513-65.9% |