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.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $150 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,801 | $72,177+79.8% | $115,037+12.8% | $59,632+117.7% |
| Participation rate | 97.9% | 72.6%+25.4pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | 2.74% | 12.02%-9.3pp | 26.14%-23.4pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $3,858 | $2,841+35.8% | $4,608-16.3% | $2,203+75.1% |
| Participant deferral / active EE | $11,723 | $4,783+145.1% | $6,026+94.5% | $3,192+267.3% |
| Admin fee / account holder | $1 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |