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 MEDICALS5+ years Filed as: ACCESS FINANCIAL GROUP, INC. Service code 51 118 NORTH CLINTON STREET · CHICAGO, IL 60661 | Investment Mgmt Fees | $44,575 |
KEYBANK NATIONAL ASSOCIATION5+ years Service code 51 P O BOX 5937 · CLEVELAND, OH 441010937 | Investment Mgmt Fees | $6,164 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,241 | $76,367+27.3% | $93,606+3.9% | $72,985+33.2% |
| Participation rate | 73.1% | 71.7%+1.4pp | 75.8%-2.7pp | 69.5%+3.6pp |
| Annual return | 16.23% | 25.82%-9.6pp | 32.76%-16.5pp | 81.00%-64.8pp |
| Employer contribution / active EE | $861 | $2,275-62.2% | $2,718-68.3% | $2,440-64.7% |
| Participant deferral / active EE | $2,368 | $3,538-33.1% | $4,069-41.8% | $3,607-34.4% |
| Admin fee / account holder | $765 | $6,838-88.8% | $7,888-90.3% | $5,124-85.1% |