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 | $575 |
PNC BANK, N.A.2+ 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.
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 | $49,887 | $60,165-17.1% | $74,183-32.8% | $55,167-9.6% |
| Participation rate | 98.1% | 74.2%+23.9pp | 76.6%+21.4pp | 69.0%+29.1pp |
| Annual return | 7.57% | 10.00%-2.4pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $195 | $1,600-87.8% | $2,370-91.8% | $1,963-90.0% |
| Participant deferral / active EE | $1,492 | $2,973-49.8% | $3,550-58.0% | $3,054-51.2% |
| Admin fee / account holder | $4 | $419-99.1% | $5,586-99.9% | $504-99.3% |