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 15 · EIN 31-0676865 | Recordkeeping | $13,355 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,825 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,577 | $86,929-36.1% | $102,423-45.7% | $80,856-31.3% |
| Participation rate | 92.2% | 72.4%+19.8pp | 76.5%+15.7pp | 67.6%+24.6pp |
| Annual return | 15.46% | 18.88%-3.4pp | 29.32%-13.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,355 | $2,369-0.6% | $3,023-22.1% | $2,755-14.5% |
| Participant deferral / active EE | $3,906 | $4,118-5.2% | $5,053-22.7% | $4,296-9.1% |
| Admin fee / account holder | $194 | $8,049-97.6% | $9,451-97.9% | $6,918-97.2% |