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 Filed as: PNC BANK N.A. Service code 25 · EIN 22-1146430 | Directed Trustee | $55,893 |
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 | $27,560 | $65,118-57.7% | $76,768-64.1% | $55,725-50.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -5.93% | -1.27%-4.7pp | 2.43%-8.4pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,403 | $1,941-27.7% | $2,485-43.5% | $2,078-32.5% |
| Participant deferral / active EE | $1,889 | $3,688-48.8% | $3,852-51.0% | $3,356-43.7% |
| Admin fee / account holder | $87 | $116-24.7% | $6,675-98.7% | $115-24.3% |