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 5-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 INC5+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $76,071 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,443 | $106,028-63.7% | $146,958-73.8% | $77,643-50.5% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 25.24% | 56.73%-31.5pp | 418.34%-393.1pp | 31.24%-6.0pp |
| Employer contribution / active EE | $1,831 | $4,063-54.9% | $4,933-62.9% | $2,726-32.8% |
| Participant deferral / active EE | $4,525 | $7,990-43.4% | $8,070-43.9% | $4,647-2.6% |
| Admin fee / account holder | $185 | $337-45.2% | $12,998-98.6% | $430-57.0% |