See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $4,799 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
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 | $89,410 | $56,629+57.9% | $77,999+14.6% | $55,167+62.1% |
| Participation rate | 97.7% | 73.3%+24.4pp | 75.5%+22.2pp | 69.0%+28.8pp |
| Annual return | 10.96% | 2866.98%-2856.0pp | 425.96%-415.0pp | 169.23%-158.3pp |
| Employer contribution / active EE | $2,649 | $1,723+53.7% | $2,470+7.2% | $1,963+35.0% |
| Participant deferral / active EE | $4,895 | $2,777+76.2% | $3,497+40.0% | $3,054+60.3% |
| Admin fee / account holder | $36 | $467-92.4% | $5,480-99.4% | $504-92.9% |