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 INC3 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $81,470 |
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 | $98,957 | $101,317-2.3% | $146,958-32.7% | $74,495+32.8% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 14.23% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,179 | $3,810-16.6% | $4,933-35.6% | $2,623+21.2% |
| Participant deferral / active EE | $6,857 | $7,303-6.1% | $8,070-15.0% | $4,346+57.8% |
| Admin fee / account holder | $364 | $1,739-79.1% | $12,998-97.2% | $1,942-81.3% |