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.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 249 FIFTH AVENUE · PITTSBURGH, PA 15222 | Bank Trustee | $78,816 |
CSB ASSOCIATES1+ years Service code 11 659 EAGLE ROCK AVENUE, SUITE 2 · WEST ORANGE, NJ 07052 | Actuarial | $45,000 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 12.4%-12.4pp |
| Annual return | 15.09% | 9.54%+5.5pp | 10.59%+4.5pp | 9.89%+5.2pp |
| Employer contribution / active EE | $6,050 | $20,687-70.8% | $43,976-86.2% | $14,313-57.7% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |