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 | $13,087 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,596 | $80,177+5.5% | $123,892-31.7% | $57,658+46.7% |
| Participation rate | 62.8% | 74.4%-11.6pp | 81.4%-18.6pp | 70.2%-7.4pp |
| Annual return | 24.35% | 17.90%+6.4pp | 47.52%-23.2pp | 5.13%+19.2pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,376 | $5,130+63.3% | $5,984+40.0% | $3,061+173.7% |
| Admin fee / account holder | $30 | $106-71.5% | $8,357-99.6% | $95-67.9% |