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 Service code 25 · EIN 22-1146430 | Directed Trustee | $40,255 |
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 | $152,881 | $73,102+109.1% | $123,544+23.7% | $56,287+171.6% |
| Participation rate | 78.9% | 74.3%+4.6pp | 82.3%-3.4pp | 69.9%+9.1pp |
| Annual return | -3.66% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,650 | $2,977-11.0% | $4,628-42.7% | $2,111+25.5% |
| Participant deferral / active EE | $8,502 | $5,423+56.8% | $6,426+32.3% | $3,350+153.8% |
| Admin fee / account holder | $221 | $554-60.1% | $9,284-97.6% | $521-57.5% |