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 | $6,990 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,070 | $55,453-67.4% | $170,442-89.4% | $62,292-71.0% |
| Participation rate | 95.9% | 66.4%+29.5pp | 83.6%+12.3pp | 69.5%+26.3pp |
| Annual return | 6.65% | 21.38%-14.7pp | 205.93%-199.3pp | 28.90%-22.2pp |
| Employer contribution / active EE | $750 | $2,164-65.4% | $5,433-86.2% | $2,042-63.3% |
| Participant deferral / active EE | $1,962 | $2,303-14.8% | $4,939-60.3% | $3,169-38.1% |
| Admin fee / account holder | $47 | $455-89.7% | $13,880-99.7% | $479-90.2% |