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+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $10,086 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,487 | $54,320-16.3% | $67,652-32.8% | $52,331-13.1% |
| Participation rate | 98.1% | 73.6%+24.5pp | 75.7%+22.4pp | 68.1%+30.0pp |
| Annual return | 1.55% | 6.81%-5.3pp | 6625.04%-6623.5pp | 4.54%-3.0pp |
| Employer contribution / active EE | $314 | $1,544-79.6% | $2,266-86.1% | $1,882-83.3% |
| Participant deferral / active EE | $1,566 | $2,950-46.9% | $3,560-56.0% | $3,022-48.2% |
| Admin fee / account holder | $61 | $527-88.5% | $4,821-98.7% | $592-89.7% |