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 7-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 21 · EIN 35-0227680 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Bank Trustee | $511,066 |
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 | $76,678 | $144,996-47.1% | $111,297-31.1% | $93,030-17.6% |
| Participation rate | 98.8% | 86.2%+12.7pp | 77.3%+21.5pp | 73.9%+24.9pp |
| Annual return | 19.77% | 18.26%+1.5pp | 54.65%-34.9pp | 158.70%-138.9pp |
| Employer contribution / active EE | $1,841 | $3,056-39.8% | $2,731-32.6% | $2,706-32.0% |
| Participant deferral / active EE | $3,731 | $5,587-33.2% | $4,487-16.9% | $4,562-18.2% |
| Admin fee / account holder | $144 | $103+39.6% | $7,964-98.2% | $152-4.8% |