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 9-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 Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $67,218 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,723 | $84,487-8.0% | $125,339-38.0% | $66,914+16.2% |
| Participation rate | 98.5% | 76.4%+22.1pp | 82.4%+16.1pp | 69.8%+28.7pp |
| Annual return | -18.01% | -8.39%-9.6pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $4,056 | $3,553+14.2% | $4,814-15.7% | $2,544+59.4% |
| Participant deferral / active EE | $8,042 | $6,781+18.6% | $7,446+8.0% | $4,237+89.8% |
| Admin fee / account holder | $334 | $685-51.2% | $10,010-96.7% | $593-43.6% |