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 TOLEDO1 year Service code 21 1630 TIMBERWOLF DR. · HOLLAND, OH 43528 | Bank Trustee | $10,110 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $88,496 | $80,753+9.6% | $136,294-35.1% | $62,292+42.1% |
| Participation rate | 93.8% | 73.5%+20.3pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 15.37% | 35.83%-20.5pp | 5155.94%-5140.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,032 | $2,884-64.2% | $4,695-78.0% | $2,042-49.5% |
| Participant deferral / active EE | $3,843 | $5,164-25.6% | $6,247-38.5% | $3,169+21.3% |
| Admin fee / account holder | $68 | $525-87.1% | $9,243-99.3% | $479-85.8% |