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 | $18,278 |
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 | $34,061 | $23,224+46.7% | $71,086-52.1% | $55,725-38.9% |
| Participation rate | 27.0% | 37.9%-10.9pp | 54.7%-27.7pp | 70.9%-43.9pp |
| Annual return | -6.76% | -2.87%-3.9pp | 650.59%-657.4pp | 244.93%-251.7pp |
| Employer contribution / active EE | $232 | $436-46.8% | $1,088-78.7% | $2,078-88.8% |
| Participant deferral / active EE | $822 | $929-11.5% | $1,874-56.1% | $3,356-75.5% |
| Admin fee / account holder | $171 | $118+44.8% | $3,082-94.5% | $115+48.3% |