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 STE 600 · CLEVELAND, OH 44113 | Investment Management | $17,932 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $579,442 | $86,655+568.7% | $119,609+384.4% | $66,914+765.9% |
| Participation rate | 98.3% | 75.6%+22.8pp | 79.3%+19.1pp | 69.8%+28.5pp |
| Annual return | 22.31% | -8.00%+30.3pp | -14.97%+37.3pp | 1.58%+20.7pp |
| Employer contribution / active EE | $26,077 | $2,536+928.3% | $4,232+516.2% | $2,544+925.0% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $72 | $755-90.4% | $10,323-99.3% | $593-87.8% |