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 | $8,365 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $408,045 | $86,332+372.6% | $125,175+226.0% | $65,185+526.0% |
| Participation rate | 98.9% | 75.3%+23.6pp | 79.8%+19.1pp | 70.2%+28.7pp |
| Annual return | 6.40% | 27.43%-21.0pp | 43.79%-37.4pp | 29.38%-23.0pp |
| Employer contribution / active EE | $16,781 | $2,040+722.7% | $3,865+334.1% | $2,177+671.0% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $71 | $609-88.3% | $9,702-99.3% | $847-91.6% |