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 8-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 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $6,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,283 | $101,317+63.1% | $146,958+12.5% | $74,495+121.9% |
| Participation rate | 42.0% | 75.5%-33.5pp | 82.2%-40.2pp | 67.2%-25.2pp |
| Annual return | 18.19% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $659 | $3,810-82.7% | $4,933-86.6% | $2,623-74.9% |
| Participant deferral / active EE | $3,521 | $7,303-51.8% | $8,070-56.4% | $4,346-19.0% |
| Admin fee / account holder | $59 | $1,739-96.6% | $12,998-99.5% | $1,942-97.0% |