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 INC2 years Service code 15 · EIN 39-0415000 | Recordkeeping | $44,353 |
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 | $58,635 | $102,553-42.8% | $151,611-61.3% | $66,914-12.4% |
| Participation rate | 77.0% | 85.5%-8.5pp | 87.5%-10.5pp | 69.8%+7.2pp |
| Annual return | -11.06% | -10.82%-0.2pp | 3.33%-14.4pp | 1.58%-12.6pp |
| Employer contribution / active EE | $1,324 | $4,180-68.3% | $6,166-78.5% | $2,544-48.0% |
| Participant deferral / active EE | $4,308 | $6,641-35.1% | $8,363-48.5% | $4,237+1.7% |
| Admin fee / account holder | $235 | $630-62.7% | $11,616-98.0% | $593-60.4% |