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 TOLEDO4+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $34,599 |
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 | $20,536 | $37,196-44.8% | $154,107-86.7% | $55,725-63.1% |
| Participation rate | 68.4% | 64.1%+4.3pp | 83.0%-14.6pp | 70.9%-2.5pp |
| Annual return | -3.80% | 1319.68%-1323.5pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $732 | $1,614-54.6% | $5,298-86.2% | $2,078-64.8% |
| Participant deferral / active EE | $1,089 | $2,068-47.3% | $5,081-78.6% | $3,356-67.5% |
| Admin fee / account holder | $137 | $102+34.6% | $13,411-99.0% | $115+18.7% |