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 9-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 Filed as: PNC ASSET MANAGEMENT Service code 28 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $45,621 |
Service code 29 120 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Legal | $15,418 |
Service code 14 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $6,858 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,041 | $130,194-53.9% | $169,993-64.7% | $71,457-16.0% |
| Participation rate | 95.5% | 86.1%+9.4pp | 87.0%+8.5pp | 67.9%+27.6pp |
| Annual return | 3.33% | 20.37%-17.0pp | 53.37%-50.0pp | 28.85%-25.5pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $24 | $966-97.5% | $12,815-99.8% | $1,587-98.5% |