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 TOLEDO7 years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $55,728 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $18,300 |
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 | $90,150 | $54,701+64.8% | $86,188+4.6% | $71,457+26.2% |
| Participation rate | 91.6% | 60.1%+31.5pp | 69.0%+22.6pp | 67.9%+23.7pp |
| Annual return | 19.26% | 20.06%-0.8pp | 1168.45%-1149.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,973 | $1,265+56.0% | $2,380-17.1% | $2,588-23.7% |
| Participant deferral / active EE | $5,326 | $3,108+71.3% | $3,985+33.6% | $4,289+24.2% |
| Admin fee / account holder | $504 | $1,922-73.8% | $6,852-92.7% | $1,587-68.3% |