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 8-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 INC7 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $26,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,065 | $88,083-52.2% | $164,813-74.5% | $74,495-43.5% |
| Participation rate | 56.5% | 73.0%-16.5pp | 78.6%-22.1pp | 67.2%-10.7pp |
| Annual return | 11.98% | 17.26%-5.3pp | 69.93%-58.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,192 | $2,593-54.0% | $4,341-72.5% | $2,623-54.6% |
| Participant deferral / active EE | $2,278 | $4,498-49.4% | $6,031-62.2% | $4,346-47.6% |
| Admin fee / account holder | $220 | $2,234-90.1% | $12,690-98.3% | $1,942-88.6% |