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 INC6+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $104,249 |
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 | $20,581 | $56,095-63.3% | $178,490-88.5% | $90,288-77.2% |
| Participation rate | 95.7% | 65.6%+30.2pp | 81.9%+13.8pp | 73.4%+22.4pp |
| Annual return | 15.64% | 28.81%-13.2pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $402 | $1,572-74.4% | $5,011-92.0% | $2,524-84.1% |
| Participant deferral / active EE | $3,342 | $2,669+25.2% | $5,202-35.7% | $4,232-21.0% |
| Admin fee / account holder | $87 | $101-13.8% | $13,984-99.4% | $114-23.9% |