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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $12,441 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $0 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,698 | $91,019-26.7% | $392,568-83.0% | $72,985-8.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 78.1%+1.9pp | 69.5%+10.5pp |
| Annual return | 1.84% | 20.00%-18.2pp | 24.42%-22.6pp | 81.00%-79.2pp |
| Employer contribution / active EE | $1,703 | $2,751-38.1% | $3,783-55.0% | $2,440-30.2% |
| Participant deferral / active EE | $6,933 | $4,570+51.7% | $5,985+15.8% | $3,607+92.2% |
| Admin fee / account holder | $44 | $4,895-99.1% | $6,260-99.3% | $5,124-99.1% |