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.1 year Service code 18 · EIN 25-1211909 | Custodial (other than securities); In... | $36,284 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $226,918-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 17.5%-17.5pp | 2.1%-2.1pp |
| Annual return | 6.80% | 9.14%-2.3pp | 9.49%-2.7pp | 9.14%-2.3pp |
| Employer contribution / active EE | $5,882 | $19,963-70.5% | $29,215-79.9% | $19,963-70.5% |
| Participant deferral / active EE | $0 | $919-100.0% | $359-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,566-100.0% | $200-100.0% |