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 COMPANY OF TOLEDO5 years Service code 21 1630 TIMBERWOLF DR. · HOLLAND, OH 43528 | Bank Trustee | $3,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $37,031 | $44,642-17.0% | $91,220-59.4% | $66,914-44.7% |
| Participation rate | 50.0% | 64.9%-14.9pp | 73.2%-23.2pp | 69.8%-19.8pp |
| Annual return | -15.20% | -12.29%-2.9pp | 114.01%-129.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $532 | $1,706-68.8% | $2,850-81.3% | $2,544-79.1% |
| Participant deferral / active EE | $1,144 | $3,349-65.8% | $4,234-73.0% | $4,237-73.0% |
| Admin fee / account holder | $42 | $521-91.9% | $5,420-99.2% | $593-92.9% |