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 |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $39,852 |
PNC BANK, N.A.4+ 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 | $106,239 | $66,302+60.2% | $110,238-3.6% | $56,287+88.7% |
| Participation rate | 97.8% | 74.9%+22.9pp | 79.8%+18.0pp | 69.9%+27.9pp |
| Annual return | -3.53% | -1.18%-2.4pp | 314.74%-318.3pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,746 | $2,047-14.7% | $3,826-54.4% | $2,111-17.3% |
| Participant deferral / active EE | $6,529 | $3,381+93.1% | $4,672+39.7% | $3,350+94.9% |
| Admin fee / account holder | $252 | $698-63.9% | $8,547-97.0% | $521-51.6% |