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 year Filed as: PNC BANK NA Service code 25 · EIN 22-1146430 | Directed Trustee | $36,717 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $280 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396955 | Advisory (Plan) | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,269 | $69,305-20.3% | $82,313-32.9% | $69,631-20.6% |
| Participation rate | 64.2% | 80.3%-16.1pp | 76.9%-12.7pp | 70.7%-6.5pp |
| Annual return | 19.86% | 21.47%-1.6pp | 25.88%-6.0pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $967 | $1,887-48.7% | $2,428-60.2% | $2,032-52.4% |
| Participant deferral / active EE | $2,625 | $3,568-26.4% | $3,706-29.2% | $3,224-18.6% |
| Admin fee / account holder | $173 | $97+77.9% | $5,608-96.9% | $110+56.5% |