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 8-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 |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $19,169 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $1,947 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,461 | $70,879-61.3% | $189,557-85.5% | $79,386-65.4% |
| Participation rate | 99.3% | 68.0%+31.3pp | 78.4%+20.8pp | 70.7%+28.6pp |
| Annual return | 21.41% | 20.70%+0.7pp | 64.17%-42.8pp | 116.85%-95.4pp |
| Employer contribution / active EE | $2,085 | $1,806+15.4% | $4,412-52.8% | $2,427-14.1% |
| Participant deferral / active EE | $3,562 | $4,081-12.7% | $6,174-42.3% | $4,046-12.0% |
| Admin fee / account holder | $130 | $647-79.9% | $9,807-98.7% | $626-79.2% |