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 SQ PLZ · CINCINNATI, OH 45263 | Recordkeeping Fees | $78,716 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,758 | $65,435-53.0% | $86,677-64.5% | $66,914-54.0% |
| Participation rate | 80.9% | 75.5%+5.4pp | 76.6%+4.3pp | 69.8%+11.1pp |
| Annual return | -18.18% | -10.89%-7.3pp | 35.91%-54.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,492 | $2,153-30.7% | $2,836-47.4% | $2,544-41.4% |
| Participant deferral / active EE | $2,371 | $4,100-42.2% | $4,656-49.1% | $4,237-44.0% |
| Admin fee / account holder | $255 | $642-60.2% | $7,493-96.6% | $593-57.0% |