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 Filed as: PNC BANK Service code 25 · EIN 22-1146430 | Directed Trustee | $15,250 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $30,790 | $35,955-14.4% | $78,210-60.6% | $69,631-55.8% |
| Participation rate | 26.2% | 67.2%-41.0pp | 68.7%-42.6pp | 70.7%-44.5pp |
| Annual return | 17.55% | 16.42%+1.1pp | 40.90%-23.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $0 | $1,244-100.0% | $2,034-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $674 | $2,107-68.0% | $2,823-76.1% | $3,224-79.1% |
| Admin fee / account holder | $71 | $86-17.5% | $3,758-98.1% | $110-35.8% |