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 Filed as: PNC BANK Service code 25 · EIN 22-1146430 | Directed Trustee | $74,661 |
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 | $25,865 | $39,898-35.2% | $121,196-78.7% | $55,725-53.6% |
| Participation rate | 96.4% | 61.2%+35.2pp | 71.7%+24.7pp | 70.9%+25.6pp |
| Annual return | -5.44% | -0.96%-4.5pp | 16.93%-22.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,022-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,482 | $2,439+165.8% | $3,344+93.8% | $3,356+93.2% |
| Admin fee / account holder | $146 | $95+53.9% | $5,019-97.1% | $115+27.1% |