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 |
|---|---|---|
LGMI AMERICA1 year Service code 28 · EIN 20-8058531 | Investment Management | $242,902 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 28 · EIN 27-6445994 | Investment Management | $238,667 |
CLEARSTEAD ADVISORS, LLC6 years Filed as: CLEARSTEAD Service code 28 · EIN 34-1597728 | Investment Management | $152,785 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE Service code 28 · EIN 52-2264646 | Investment Management | $102,873 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-6243947 | Bank Trustee | $98,329 |
PNC BANK, N.A.1 year Filed as: PNC Service code 28 · EIN 22-1146430 | Investment Management | $80,725 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 7.45% | 9.22%-1.8pp | 52.39%-44.9pp | 9.22%-1.8pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $23,486-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $224-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |