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 | $27,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $45,455 | $75,388-39.7% | $123,544-63.2% | $55,725-18.4% |
| Participation rate | 41.7% | 75.7%-33.9pp | 82.3%-40.6pp | 70.9%-29.1pp |
| Annual return | -3.20% | 4.48%-7.7pp | 119.20%-122.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,897 | $5,651-66.4% | $6,426-70.5% | $3,356-43.5% |
| Admin fee / account holder | $157 | $120+31.0% | $9,284-98.3% | $115+36.2% |