See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $34,582 |
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 | $134,625 | $75,388+78.6% | $123,544+9.0% | $55,725+141.6% |
| Participation rate | 85.2% | 75.7%+9.5pp | 82.3%+2.9pp | 70.9%+14.4pp |
| Annual return | 40.62% | 4.48%+36.1pp | 119.20%-78.6pp | 244.93%-204.3pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $11,453 | $5,651+102.7% | $6,426+78.2% | $3,356+241.3% |
| Admin fee / account holder | $69 | $120-42.1% | $9,284-99.3% | $115-39.8% |