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 | $76,584 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,178 | $58,083+168.9% | $80,019+95.2% | $56,287+177.5% |
| Participation rate | 74.6% | 73.6%+1.0pp | 75.8%-1.2pp | 69.9%+4.8pp |
| Annual return | -5.32% | 34.61%-39.9pp | 11.22%-16.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,614 | $1,932-16.5% | $2,468-34.6% | $2,111-23.5% |
| Participant deferral / active EE | $7,090 | $3,135+126.2% | $3,686+92.4% | $3,350+111.7% |
| Admin fee / account holder | $313 | $623-49.8% | $6,521-95.2% | $521-40.0% |