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 | $55,348 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,594 | $72,607+92.3% | $90,749+53.8% | $66,914+108.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -15.51% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $6,351 | $2,369+168.1% | $2,921+117.5% | $2,544+149.6% |
| Participant deferral / active EE | $9,960 | $3,977+150.4% | $4,564+118.2% | $4,237+135.1% |
| Admin fee / account holder | $359 | $707-49.2% | $8,445-95.7% | $593-39.4% |