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 |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY PRIVATE BANK Service code 51 · EIN 34-0797057 | Investment Mgmt Fees | $44,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,276 | $70,002+174.7% | $115,037+67.1% | $52,331+267.4% |
| Participation rate | 99.4% | 72.1%+27.3pp | 81.4%+18.1pp | 68.1%+31.3pp |
| Annual return | -1.22% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $36,129 | $2,715+1230.8% | $4,608+684.1% | $1,882+1820.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $198 | $566-65.0% | $8,175-97.6% | $592-66.5% |