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 | $20,260 |
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 | $709,207 | $96,484+635.1% | $156,263+353.9% | $74,304+854.5% |
| Participation rate | 99.5% | 67.7%+31.9pp | 78.9%+20.6pp | 60.3%+39.2pp |
| Annual return | 5.66% | 17.73%-12.1pp | 59.47%-53.8pp | 29.43%-23.8pp |
| Employer contribution / active EE | $27,806 | $2,528+999.8% | $4,333+541.7% | $2,241+1140.7% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $69 | $3,728-98.2% | $14,255-99.5% | $2,969-97.7% |