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 Service code 25 · EIN 22-1146430 | Directed Trustee | $86,341 |
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 | $83,797 | $43,999+90.5% | $79,464+5.5% | $55,725+50.4% |
| Participation rate | 80.5% | 66.9%+13.6pp | 73.3%+7.2pp | 70.9%+9.7pp |
| Annual return | 9.09% | 1.81%+7.3pp | 718.14%-709.0pp | 244.93%-235.8pp |
| Employer contribution / active EE | $3,803 | $1,830+107.9% | $2,800+35.8% | $2,078+83.0% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $264 | $118+124.6% | $5,113-94.8% | $115+129.2% |