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 |
|---|---|---|
Filed as: KEY PRIVATE BANK Service code 28 100 PUBLIC SERVICE SQUARE SUITE 600 · CLEVELAND, OH 44113 | Investment Management | $8,769 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $409,277 | $66,302+517.3% | $110,238+271.3% | $56,287+627.1% |
| Participation rate | 98.9% | 74.9%+24.0pp | 79.8%+19.1pp | 69.9%+29.1pp |
| Annual return | 8.46% | -1.18%+9.6pp | 314.74%-306.3pp | -9.96%+18.4pp |
| Employer contribution / active EE | $15,170 | $2,047+641.0% | $3,826+296.4% | $2,111+618.6% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $39 | $698-94.4% | $8,547-99.5% | $521-92.5% |