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 | $62,454 |
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 | $142,714 | $66,310+115.2% | $93,606+52.5% | $65,185+118.9% |
| Participation rate | 80.7% | 74.0%+6.7pp | 75.8%+4.8pp | 70.2%+10.5pp |
| Annual return | 21.67% | 42.58%-20.9pp | 32.76%-11.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,919 | $2,012+94.8% | $2,718+44.2% | $2,177+80.1% |
| Participant deferral / active EE | $8,460 | $3,342+153.2% | $4,069+107.9% | $3,514+140.8% |
| Admin fee / account holder | $473 | $6,897-93.1% | $7,888-94.0% | $847-44.1% |