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 | $122,896 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $522,984 | $84,487+519.0% | $125,339+317.3% | $66,914+681.6% |
| Participation rate | 98.3% | 76.4%+21.9pp | 82.4%+15.9pp | 69.8%+28.5pp |
| Annual return | -14.70% | -8.39%-6.3pp | 572.05%-586.8pp | 1.58%-16.3pp |
| Employer contribution / active EE | $11,474 | $3,553+222.9% | $4,814+138.4% | $2,544+351.0% |
| Participant deferral / active EE | $9,262 | $6,781+36.6% | $7,446+24.4% | $4,237+118.6% |
| Admin fee / account holder | $199 | $685-71.0% | $10,010-98.0% | $593-66.5% |