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 TOLEDO6 years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $59,729 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,420 | $49,451+60.6% | $79,550-0.2% | $66,914+18.7% |
| Participation rate | 81.4% | 61.3%+20.0pp | 69.5%+11.9pp | 69.8%+11.6pp |
| Annual return | -16.41% | 84.25%-100.7pp | 0.16%-16.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,682 | $1,266+32.9% | $2,413-30.3% | $2,544-33.9% |
| Participant deferral / active EE | $4,979 | $3,159+57.6% | $3,985+24.9% | $4,237+17.5% |
| Admin fee / account holder | $436 | $595-26.7% | $6,832-93.6% | $593-26.5% |