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 Service code 25 · EIN 25-1211909 | Directed Trustee | $17,789 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,987 | $46,100+54.0% | $86,590-18.0% | $69,631+1.9% |
| Participation rate | 80.5% | 67.2%+13.3pp | 73.5%+7.0pp | 70.7%+9.8pp |
| Annual return | 9.20% | 21.02%-11.8pp | 964.84%-955.6pp | 27571.02%-27561.8pp |
| Employer contribution / active EE | $3,598 | $1,850+94.5% | $2,839+26.7% | $2,032+77.1% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $48 | $94-49.2% | $4,906-99.0% | $110-56.8% |