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 TOLEDO8 years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $75,672 |
Service code 10 · EIN 25-1408703 | Accounting | $17,246 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,295 | $59,417+80.6% | $93,606+14.6% | $74,495+44.0% |
| Participation rate | 92.2% | 59.7%+32.5pp | 68.7%+23.5pp | 67.2%+25.0pp |
| Annual return | 17.43% | 81.83%-64.4pp | 133.20%-115.8pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,659 | $1,264+31.3% | $2,420-31.4% | $2,623-36.7% |
| Participant deferral / active EE | $4,843 | $3,050+58.8% | $4,411+9.8% | $4,346+11.4% |
| Admin fee / account holder | $666 | $3,021-78.0% | $8,285-92.0% | $1,942-65.7% |