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 INC2 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $69,883 |
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 | $90,407 | $91,407-1.1% | $135,903-33.5% | $71,457+26.5% |
| Participation rate | 98.0% | 75.7%+22.3pp | 81.9%+16.1pp | 67.9%+30.0pp |
| Annual return | 19.73% | 29.90%-10.2pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $3,678 | $3,703-0.7% | $4,856-24.3% | $2,588+42.2% |
| Participant deferral / active EE | $6,654 | $7,092-6.2% | $7,758-14.2% | $4,289+55.1% |
| Admin fee / account holder | $331 | $1,266-73.8% | $10,762-96.9% | $1,587-79.1% |