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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 8-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.1+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $4,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,470 | $64,909-80.8% | $82,313-84.9% | $62,292-80.0% |
| Participation rate | 58.2% | 74.9%-16.7pp | 76.9%-18.7pp | 69.5%-11.3pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $786 | $1,676-53.1% | $2,428-67.6% | $2,042-61.5% |
| Participant deferral / active EE | $904 | $3,103-70.9% | $3,706-75.6% | $3,169-71.5% |
| Admin fee / account holder | $41 | $440-90.8% | $5,608-99.3% | $479-91.5% |