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 TOLEDO5+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $32,922 |
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 | $20,931 | $52,953-60.5% | $172,739-87.9% | $65,185-67.9% |
| Participation rate | 99.0% | 66.2%+32.8pp | 82.6%+16.3pp | 70.2%+28.8pp |
| Annual return | 19.28% | 30.12%-10.8pp | 802.84%-783.6pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,196 | $2,190-45.4% | $5,143-76.8% | $2,177-45.1% |
| Participant deferral / active EE | $1,809 | $2,471-26.8% | $5,198-65.2% | $3,514-48.5% |
| Admin fee / account holder | $107 | $472-77.3% | $13,954-99.2% | $847-87.4% |