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 Service code 15 · EIN 39-0415000 | Recordkeeping | $41,649 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,873 | $121,341-37.5% | $189,513-60.0% | $79,386-4.4% |
| Participation rate | 88.8% | 86.1%+2.7pp | 87.8%+1.0pp | 70.7%+18.1pp |
| Annual return | 16.11% | 21.08%-5.0pp | 555.15%-539.0pp | 116.85%-100.7pp |
| Employer contribution / active EE | $1,639 | $3,915-58.1% | $6,162-73.4% | $2,427-32.5% |
| Participant deferral / active EE | $4,420 | $6,395-30.9% | $8,221-46.2% | $4,046+9.2% |
| Admin fee / account holder | $219 | $651-66.3% | $12,045-98.2% | $626-65.0% |