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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $6,800 |
PNC BANK, N.A.3+ 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 | $23,680 | $75,284-68.5% | $91,001-74.0% | $69,631-66.0% |
| Participation rate | 82.5% | 80.4%+2.1pp | 75.6%+6.9pp | 70.7%+11.8pp |
| Annual return | 15.64% | 48.40%-32.8pp | 4.60%+11.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,380 | $2,473-44.2% | $2,456-43.8% | $2,032-32.1% |
| Participant deferral / active EE | $1,039 | $3,700-71.9% | $3,547-70.7% | $3,224-67.8% |
| Admin fee / account holder | $7 | $111-93.7% | $5,417-99.9% | $110-93.7% |