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 TOLEDO2+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $24,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,474 | $36,916-41.8% | $156,549-86.3% | $57,658-62.8% |
| Participation rate | 57.0% | 63.4%-6.4pp | 84.0%-27.0pp | 70.2%-13.2pp |
| Annual return | 7.58% | 12.38%-4.8pp | 32.23%-24.6pp | 5.13%+2.4pp |
| Employer contribution / active EE | $592 | $1,571-62.3% | $5,501-89.2% | $1,974-70.0% |
| Participant deferral / active EE | $876 | $1,926-54.5% | $4,871-82.0% | $3,061-71.4% |
| Admin fee / account holder | $110 | $82+33.2% | $13,027-99.2% | $95+16.3% |