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 TOLEDO3+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $27,308 |
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 | $21,606 | $46,173-53.2% | $170,442-87.3% | $69,631-69.0% |
| Participation rate | 59.0% | 63.9%-4.9pp | 83.6%-24.6pp | 70.7%-11.7pp |
| Annual return | 13.65% | 21.62%-8.0pp | 205.93%-192.3pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $599 | $1,610-62.8% | $5,433-89.0% | $2,032-70.5% |
| Participant deferral / active EE | $1,058 | $2,080-49.1% | $4,939-78.6% | $3,224-67.2% |
| Admin fee / account holder | $105 | $116-9.4% | $13,880-99.2% | $110-4.9% |