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 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $34,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,905 | $79,171+0.9% | $102,423-22.0% | $74,495+7.3% |
| Participation rate | 52.8% | 74.8%-22.0pp | 76.5%-23.7pp | 67.2%-14.4pp |
| Annual return | 15.60% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,463 | $2,362-38.1% | $3,023-51.6% | $2,623-44.2% |
| Participant deferral / active EE | $3,860 | $4,415-12.6% | $5,053-23.6% | $4,346-11.2% |
| Admin fee / account holder | $258 | $2,001-87.1% | $9,451-97.3% | $1,942-86.7% |