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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.
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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO2+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1665716 | Bank Trustee | $74,621 |
Filed as: NOVARA TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3763096 | Legal | $38,773 |
BENESYS, INC.1 year Service code 14 · EIN 38-2383171 | Plan Administrator | $17,123 |
LUBLIN SUSSMAN GROUP LLP1 year Service code 10 · EIN 34-1087273 | Accounting | $11,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,358 | $60,545-51.5% | $92,233-68.2% | $69,631-57.8% |
| Participation rate | 99.5% | 72.2%+27.4pp | 76.5%+23.1pp | 70.7%+28.8pp |
| Annual return | 10.47% | 19.71%-9.2pp | 176.28%-165.8pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $2,348 | $2,633-10.8% | $3,679-36.2% | $2,032+15.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $182 | $145+25.8% | $5,194-96.5% | $110+64.9% |