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 TOLEDO9+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $61,225 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,699 | $71,516+116.3% | $98,439+57.2% | $71,457+116.5% |
| Participation rate | 88.4% | 72.7%+15.7pp | 75.2%+13.2pp | 67.9%+20.5pp |
| Annual return | 16.56% | 32.41%-15.8pp | 21.16%-4.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $6,377 | $2,399+165.9% | $3,048+109.2% | $2,588+146.5% |
| Participant deferral / active EE | $10,331 | $4,109+151.5% | $4,738+118.1% | $4,289+140.9% |
| Admin fee / account holder | $380 | $1,675-77.3% | $8,948-95.7% | $1,587-76.0% |