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 | $83,609 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,955 | $74,024-8.2% | $77,999-12.9% | $57,658+17.9% |
| Participation rate | 96.3% | 79.7%+16.5pp | 75.5%+20.7pp | 70.2%+26.0pp |
| Annual return | 5.57% | 12.14%-6.6pp | 425.96%-420.4pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,503 | $2,365-36.4% | $2,470-39.1% | $1,974-23.8% |
| Participant deferral / active EE | $1,932 | $3,533-45.3% | $3,497-44.8% | $3,061-36.9% |
| Admin fee / account holder | $107 | $93+15.3% | $5,480-98.0% | $95+13.7% |