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 | $400 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,857 | $31,388+4.7% | $73,545-55.3% | $62,292-47.3% |
| Participation rate | 37.7% | 39.9%-2.2pp | 54.9%-17.3pp | 69.5%-31.8pp |
| Annual return | 16.16% | 25.34%-9.2pp | -15.16%+31.3pp | 28.90%-12.7pp |
| Employer contribution / active EE | $260 | $498-47.8% | $1,219-78.7% | $2,042-87.3% |
| Participant deferral / active EE | $806 | $1,028-21.6% | $1,806-55.4% | $3,169-74.6% |
| Admin fee / account holder | $3 | $299-98.8% | $2,320-99.9% | $479-99.3% |