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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $7,150 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,970 | $74,024-71.7% | $77,999-73.1% | $57,658-63.6% |
| Participation rate | 99.2% | 79.7%+19.5pp | 75.5%+23.7pp | 70.2%+29.0pp |
| Annual return | 7.53% | 12.14%-4.6pp | 425.96%-418.4pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,427 | $2,365-39.7% | $2,470-42.2% | $1,974-27.7% |
| Participant deferral / active EE | $1,112 | $3,533-68.5% | $3,497-68.2% | $3,061-63.7% |
| Admin fee / account holder | $8 | $93-91.6% | $5,480-99.9% | $95-91.7% |