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 |
|---|---|---|
ACCESS MEDICALS4+ years Filed as: ACCESS FINANCIAL GROUP, INC. Service code 51 118 NORTH CLINTON STREET · CHICAGO, IL 60661 | Investment Mgmt Fees | $53,757 |
KEYBANK NATIONAL ASSOCIATION4+ years Service code 51 P O BOX 5937 · CLEVELAND, OH 441010937 | Investment Mgmt Fees | $11,681 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,767 | $61,660+39.1% | $80,019+7.2% | $64,186+33.6% |
| Participation rate | 78.9% | 71.7%+7.2pp | 75.8%+3.1pp | 69.6%+9.3pp |
| Annual return | -1.43% | -0.33%-1.1pp | 11.22%-12.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,033 | $1,810-43.0% | $2,468-58.2% | $2,381-56.6% |
| Participant deferral / active EE | $2,545 | $2,968-14.2% | $3,686-30.9% | $3,470-26.6% |
| Admin fee / account holder | $715 | $5,417-86.8% | $6,521-89.0% | $4,888-85.4% |