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 | $90,330 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
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 | $76,635 | $75,284+1.8% | $91,001-15.8% | $69,631+10.1% |
| Participation rate | 98.3% | 80.4%+17.9pp | 75.6%+22.7pp | 70.7%+27.6pp |
| Annual return | 14.87% | 48.40%-33.5pp | 4.60%+10.3pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,559 | $2,473-37.0% | $2,456-36.5% | $2,032-23.3% |
| Participant deferral / active EE | $2,168 | $3,700-41.4% | $3,547-38.9% | $3,224-32.8% |
| Admin fee / account holder | $115 | $111+4.2% | $5,417-97.9% | $110+4.3% |