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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $1,350 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
PNC BANK, N.A.1 year Filed as: PNC INVESTMENT CONTRACT FUND Service code 59 | Shareholder Servicing | $0 |
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 | $14,160 | $46,173-69.3% | $170,442-91.7% | $69,631-79.7% |
| Participation rate | 98.4% | 63.9%+34.5pp | 83.6%+14.8pp | 70.7%+27.8pp |
| Annual return | 13.52% | 21.62%-8.1pp | 205.93%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $601 | $1,610-62.7% | $5,433-88.9% | $2,032-70.4% |
| Participant deferral / active EE | $664 | $2,080-68.1% | $4,939-86.5% | $3,224-79.4% |
| Admin fee / account holder | $2 | $116-98.1% | $13,880-100.0% | $110-98.0% |