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 TOLEDO8+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $31,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,759 | $46,292-55.2% | $143,757-85.6% | $64,808-68.0% |
| Participation rate | 46.3% | 64.2%-17.9pp | 80.3%-34.0pp | 71.5%-25.2pp |
| Annual return | -14.89% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $697 | $1,910-63.5% | $4,951-85.9% | $2,506-72.2% |
| Participant deferral / active EE | $867 | $2,646-67.2% | $5,637-84.6% | $4,310-79.9% |
| Admin fee / account holder | $109 | $154-29.3% | $14,673-99.3% | $188-42.1% |