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 TOLEDO1+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $43,321 |
FINDLEY1+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $7,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,357 | $54,380+117.6% | $68,509+72.8% | $59,632+98.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 2.52% | 2.83%-0.3pp | 8.27%-5.8pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $3,524 | $1,539+129.1% | $2,278+54.7% | $2,203+60.0% |
| Participant deferral / active EE | $8,537 | $2,643+223.0% | $3,382+152.4% | $3,192+167.5% |
| Admin fee / account holder | $392 | $3,885-89.9% | $5,275-92.6% | $4,297-90.9% |