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.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $217,671 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,932 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,512 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,908 | $101,523-80.4% | $141,162-85.9% | $77,787-74.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 22.82% | 56.22%-33.4pp | 71.39%-48.6pp | 32.57%-9.8pp |
| Employer contribution / active EE | $604 | $3,341-81.9% | $4,735-87.2% | $2,504-75.9% |
| Participant deferral / active EE | $3,125 | $6,434-51.4% | $6,709-53.4% | $3,967-21.2% |
| Admin fee / account holder | $117 | $92+27.4% | $10,261-98.9% | $100+16.5% |