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 | $57,702 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $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 | $69,820 | $155,795-55.2% | $136,294-48.8% | $69,631+0.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 70.7%+12.6pp |
| Annual return | 16.18% | 232464.33%-232448.2pp | 5155.94%-5139.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,800 | $2,991-39.8% | $4,695-61.7% | $2,032-11.4% |
| Participant deferral / active EE | $3,374 | $5,394-37.5% | $6,247-46.0% | $3,224+4.7% |
| Admin fee / account holder | $96 | $128-25.5% | $9,243-99.0% | $110-13.5% |