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 TOLEDO5+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $29,338 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $534,052 | $89,652+495.7% | $141,162+278.3% | $65,185+719.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.16% | 32.79%-11.6pp | 71.39%-50.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $10,923 | $3,065+256.4% | $4,735+130.7% | $2,177+401.8% |
| Participant deferral / active EE | $8,015 | $5,691+40.8% | $6,709+19.5% | $3,514+128.1% |
| Admin fee / account holder | $213 | $569-62.6% | $10,261-97.9% | $847-74.9% |