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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $51,589 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,208 | $55,449+73.5% | $83,848+14.7% | $56,287+70.9% |
| Participation rate | 76.0% | 68.0%+8.0pp | 76.1%-0.2pp | 69.9%+6.1pp |
| Annual return | -5.04% | -1.38%-3.7pp | 850.88%-855.9pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,706 | $2,430-29.8% | $3,631-53.0% | $2,111-19.2% |
| Participant deferral / active EE | $4,391 | $2,935+49.6% | $4,082+7.6% | $3,350+31.1% |
| Admin fee / account holder | $368 | $656-43.8% | $5,478-93.3% | $521-29.3% |