See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $15,893 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $84,359 | $34,677+143.3% | $77,024+9.5% | $64,808+30.2% |
| Participation rate | 97.2% | 49.8%+47.3pp | 67.9%+29.3pp | 71.5%+25.7pp |
| Annual return | -19.36% | -5.33%-14.0pp | 42.32%-61.7pp | 32.82%-52.2pp |
| Employer contribution / active EE | $966 | $1,370-29.5% | $2,812-65.6% | $2,506-61.4% |
| Participant deferral / active EE | $5,490 | $2,556+114.8% | $4,426+24.0% | $4,310+27.4% |
| Admin fee / account holder | $48 | $179-73.3% | $5,425-99.1% | $188-74.6% |