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 RETIREMENT SER Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $41,767 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,900 | $72,607-40.9% | $90,749-52.7% | $66,914-35.9% |
| Participation rate | 92.7% | 73.7%+19.0pp | 75.7%+17.0pp | 69.8%+22.9pp |
| Annual return | -17.68% | -12.28%-5.4pp | -12.16%-5.5pp | 1.58%-19.3pp |
| Employer contribution / active EE | $845 | $2,369-64.3% | $2,921-71.1% | $2,544-66.8% |
| Participant deferral / active EE | $2,355 | $3,977-40.8% | $4,564-48.4% | $4,237-44.4% |
| Admin fee / account holder | $175 | $707-75.2% | $8,445-97.9% | $593-70.5% |