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 · EIN 34-0797057 | Investment Management | $16,478 |
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 | $701,298 | $82,978+745.2% | $129,995+439.5% | $71,457+881.4% |
| Participation rate | 99.5% | 74.1%+25.4pp | 78.5%+21.0pp | 67.9%+31.6pp |
| Annual return | 31.55% | 20.60%+10.9pp | -137.18%+168.7pp | 28.85%+2.7pp |
| Employer contribution / active EE | $27,169 | $2,622+936.3% | $4,320+529.0% | $2,588+950.0% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $58 | $1,729-96.7% | $10,614-99.5% | $1,587-96.4% |