See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC8+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $156,945 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,316 | $45,000-61.5% | $143,757-88.0% | $77,904-77.8% |
| Participation rate | 97.0% | 66.8%+30.2pp | 80.3%+16.7pp | 73.7%+23.3pp |
| Annual return | -16.52% | 29.03%-45.5pp | -0.04%-16.5pp | 12.21%-28.7pp |
| Employer contribution / active EE | $421 | $1,870-77.5% | $4,951-91.5% | $2,848-85.2% |
| Participant deferral / active EE | $3,604 | $3,157+14.2% | $5,637-36.1% | $4,806-25.0% |
| Admin fee / account holder | $90 | $98-8.9% | $14,673-99.4% | $133-32.4% |