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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $62,534 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $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 | $175,916 | $63,299+177.9% | $91,001+93.3% | $62,292+182.4% |
| Participation rate | 72.6% | 73.3%-0.7pp | 75.6%-3.0pp | 69.5%+3.1pp |
| Annual return | 18.04% | 20.99%-3.0pp | 4.60%+13.4pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,608 | $1,807-11.0% | $2,456-34.5% | $2,042-21.3% |
| Participant deferral / active EE | $6,408 | $2,943+117.8% | $3,547+80.6% | $3,169+102.2% |
| Admin fee / account holder | $271 | $468-42.1% | $5,417-95.0% | $479-43.5% |