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 | $39,282 |
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 | $132,913 | $89,739+48.1% | $149,718-11.2% | $62,292+113.4% |
| Participation rate | 98.4% | 85.1%+13.3pp | 87.1%+11.3pp | 69.5%+28.9pp |
| Annual return | 15.84% | 21.01%-5.2pp | 1501.63%-1485.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $5,051 | $3,233+56.2% | $5,445-7.2% | $2,042+147.3% |
| Participant deferral / active EE | $4,067 | $4,797-15.2% | $6,569-38.1% | $3,169+28.3% |
| Admin fee / account holder | $264 | $551-52.1% | $11,283-97.7% | $479-44.9% |