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 | $8,933 |
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 | $409,762 | $81,474+402.9% | $133,956+205.9% | $73,488+457.6% |
| Participation rate | 98.9% | 76.4%+22.6pp | 79.8%+19.1pp | 70.7%+28.2pp |
| Annual return | 3.04% | 19.40%-16.4pp | 45.09%-42.1pp | 28.51%-25.5pp |
| Employer contribution / active EE | $17,426 | $2,209+688.7% | $3,919+344.7% | $2,270+667.6% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $36 | $713-95.0% | $8,927-99.6% | $513-93.0% |