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 TOLEDO10+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $74,056 |
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 | $178,187 | $78,485+127.0% | $106,213+67.8% | $74,495+139.2% |
| Participation rate | 87.1% | 72.8%+14.2pp | 75.3%+11.8pp | 67.2%+19.8pp |
| Annual return | 14.38% | 15.95%-1.6pp | 116.14%-101.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $5,856 | $2,523+132.1% | $3,171+84.6% | $2,623+123.3% |
| Participant deferral / active EE | $9,987 | $4,322+131.0% | $5,016+99.1% | $4,346+129.8% |
| Admin fee / account holder | $449 | $2,232-79.9% | $11,033-95.9% | $1,942-76.9% |