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 Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $39,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,037 | $72,607-40.7% | $90,749-52.6% | $66,914-35.7% |
| Participation rate | 79.8% | 73.7%+6.1pp | 75.7%+4.1pp | 69.8%+10.0pp |
| Annual return | -14.49% | -12.28%-2.2pp | -12.16%-2.3pp | 1.58%-16.1pp |
| Employer contribution / active EE | $427 | $2,369-82.0% | $2,921-85.4% | $2,544-83.2% |
| Participant deferral / active EE | $2,354 | $3,977-40.8% | $4,564-48.4% | $4,237-44.5% |
| Admin fee / account holder | $222 | $707-68.6% | $8,445-97.4% | $593-62.5% |