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.2 years Filed as: PNC BAMK, N.A. Service code 25 · EIN 22-1146430 | Directed Trustee | $5,736 |
PNC BANK, N.A.2 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $8,190 | $63,299-87.1% | $91,001-91.0% | $62,292-86.9% |
| Participation rate | 92.5% | 73.3%+19.2pp | 75.6%+16.9pp | 69.5%+23.0pp |
| Annual return | 24.50% | 20.99%+3.5pp | 4.60%+19.9pp | 28.90%-4.4pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,406 | $2,943-18.2% | $3,547-32.2% | $3,169-24.1% |
| Admin fee / account holder | $37 | $468-92.1% | $5,417-99.3% | $479-92.3% |