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 TOLEDO11+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $83,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $743,048 | $100,923+636.3% | $150,045+395.2% | $74,304+900.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 14.20% | 51.77%-37.6pp | 62.55%-48.4pp | 29.43%-15.2pp |
| Employer contribution / active EE | $13,625 | $3,463+293.4% | $4,693+190.3% | $2,241+507.9% |
| Participant deferral / active EE | $10,023 | $6,709+49.4% | $7,997+25.3% | $3,767+166.1% |
| Admin fee / account holder | $779 | $2,767-71.8% | $13,435-94.2% | $2,969-73.7% |