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 TOLEDO6+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $57,633 |
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 | $155,991 | $70,908+120.0% | $98,907+57.7% | $73,488+112.3% |
| Participation rate | 93.5% | 73.8%+19.7pp | 76.0%+17.5pp | 70.7%+22.8pp |
| Annual return | 15.93% | 34.17%-18.2pp | 196.43%-180.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $5,060 | $2,036+148.5% | $2,689+88.2% | $2,270+122.9% |
| Participant deferral / active EE | $8,634 | $3,500+146.7% | $4,244+103.4% | $3,740+130.9% |
| Admin fee / account holder | $418 | $535-21.9% | $6,642-93.7% | $513-18.6% |