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 INC3+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $70,788 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,643 | $46,173-68.3% | $170,442-91.4% | $69,631-79.0% |
| Participation rate | 89.9% | 63.9%+26.0pp | 83.6%+6.3pp | 70.7%+19.2pp |
| Annual return | 19.45% | 21.62%-2.2pp | 205.93%-186.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $368 | $1,610-77.2% | $5,433-93.2% | $2,032-81.9% |
| Participant deferral / active EE | $2,578 | $2,080+23.9% | $4,939-47.8% | $3,224-20.0% |
| Admin fee / account holder | $81 | $116-29.9% | $13,880-99.4% | $110-26.4% |