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 9-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 Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $103,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,971 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,265 | $87,125-69.9% | $108,410-75.8% | $86,799-69.7% |
| Participation rate | 85.6% | 80.5%+5.0pp | 80.1%+5.4pp | 72.3%+13.3pp |
| Annual return | 30.47% | 25.21%+5.3pp | 905.27%-874.8pp | 97.91%-67.4pp |
| Employer contribution / active EE | $2,319 | $2,477-6.4% | $3,558-34.8% | $2,405-3.6% |
| Participant deferral / active EE | $4,068 | $6,944-41.4% | $6,563-38.0% | $4,131-1.5% |
| Admin fee / account holder | $115 | $130-11.3% | $7,295-98.4% | $170-31.9% |