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 Filed as: PNC BANK Service code 25 · EIN 22-1146430 | Directed Trustee | $45,588 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,098 | $45,324-42.4% | $122,332-78.7% | $69,631-62.5% |
| Participation rate | 93.5% | 59.9%+33.6pp | 71.6%+21.9pp | 70.7%+22.8pp |
| Annual return | 22.22% | 25.35%-3.1pp | 30.27%-8.1pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,050-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,707 | $2,367+141.1% | $3,287+73.6% | $3,224+77.0% |
| Admin fee / account holder | $96 | $87+10.1% | $5,478-98.3% | $110-13.3% |