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 | $19,892 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $713,830 | $88,083+710.4% | $164,813+333.1% | $74,495+858.2% |
| Participation rate | 99.5% | 73.0%+26.5pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 8.55% | 17.26%-8.7pp | 69.93%-61.4pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $28,677 | $2,593+1006.0% | $4,341+560.6% | $2,623+993.3% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $70 | $2,234-96.9% | $12,690-99.4% | $1,942-96.4% |