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 |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $2,949 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,702 | $46,732-60.0% | $156,549-88.1% | $55,167-66.1% |
| Participation rate | 91.5% | 65.8%+25.7pp | 84.0%+7.5pp | 69.0%+22.5pp |
| Annual return | 7.97% | 17.72%-9.7pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $773 | $2,105-63.3% | $5,501-85.9% | $1,963-60.6% |
| Participant deferral / active EE | $1,946 | $2,204-11.7% | $4,871-60.0% | $3,054-36.3% |
| Admin fee / account holder | $17 | $418-96.0% | $13,027-99.9% | $504-96.7% |