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 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $18,991 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,334 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,976 | $54,517+74.2% | $75,972+25.0% | $74,495+27.5% |
| Participation rate | 57.0% | 60.3%-3.4pp | 69.1%-12.1pp | 67.2%-10.2pp |
| Annual return | 16.33% | 31.82%-15.5pp | 359.55%-343.2pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $676 | $1,777-61.9% | $2,685-74.8% | $2,623-74.2% |
| Participant deferral / active EE | $4,491 | $3,066+46.5% | $4,255+5.5% | $4,346+3.3% |
| Admin fee / account holder | $244 | $2,229-89.1% | $6,467-96.2% | $1,942-87.4% |