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 |
|---|---|---|
US BANK1+ years Filed as: ZION BANCORP Service code 51 1 SOUTH MAIN ST 12TH FLOOR · SALT LAKE CITY, UT 84133 | Investment Mgmt Fees | $7,996 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,348 | $52,467-80.3% | $57,179-81.9% | $55,167-81.2% |
| Participation rate | 99.0% | 75.8%+23.2pp | 75.3%+23.7pp | 69.0%+30.0pp |
| Annual return | 6.83% | 7.72%-0.9pp | 14.59%-7.8pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,782 | $2,477-28.1% | $2,682-33.6% | $1,963-9.2% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $66 | $269-75.5% | $3,139-97.9% | $504-86.9% |