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 Filed as: PNC BANK Service code 25 · EIN 22-1146430 | Directed Trustee | $87,893 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,479 | $75,284+12.2% | $91,001-7.2% | $69,631+21.3% |
| Participation rate | 94.8% | 80.4%+14.4pp | 75.6%+19.2pp | 70.7%+24.1pp |
| Annual return | 15.83% | 48.40%-32.6pp | 4.60%+11.2pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $2,067 | $2,473-16.4% | $2,456-15.8% | $2,032+1.7% |
| Participant deferral / active EE | $2,247 | $3,700-39.3% | $3,547-36.6% | $3,224-30.3% |
| Admin fee / account holder | $98 | $111-11.2% | $5,417-98.2% | $110-11.1% |