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 | $44,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,364 | $130,194-52.1% | $169,993-63.3% | $71,457-12.7% |
| Participation rate | 85.1% | 86.1%-1.0pp | 87.0%-1.9pp | 67.9%+17.2pp |
| Annual return | 15.42% | 20.37%-4.9pp | 53.37%-37.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,893 | $4,381-56.8% | $6,785-72.1% | $2,588-26.8% |
| Participant deferral / active EE | $5,211 | $6,923-24.7% | $10,408-49.9% | $4,289+21.5% |
| Admin fee / account holder | $212 | $966-78.1% | $12,815-98.3% | $1,587-86.7% |