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 INC4 years Service code 15 · EIN 39-0415000 | Recordkeeping | $54,871 |
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 | $71,278 | $122,239-41.7% | $184,203-61.3% | $74,495-4.3% |
| Participation rate | 87.3% | 85.5%+1.9pp | 86.8%+0.5pp | 67.2%+20.1pp |
| Annual return | 27.54% | 19.95%+7.6pp | 28.81%-1.3pp | 1364.94%-1337.4pp |
| Employer contribution / active EE | $1,705 | $4,537-62.4% | $6,427-73.5% | $2,623-35.0% |
| Participant deferral / active EE | $5,115 | $7,139-28.4% | $9,131-44.0% | $4,346+17.7% |
| Admin fee / account holder | $233 | $1,260-81.5% | $13,901-98.3% | $1,942-88.0% |