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 Service code 25 · EIN 22-1146430 | Directed Trustee | $24,035 |
PNC BANK, N.A.3+ 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 | $55,940 | $64,909-13.8% | $82,313-32.0% | $62,292-10.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.21% | 21.18%-3.0pp | 25.88%-7.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $395 | $1,676-76.4% | $2,428-83.7% | $2,042-80.7% |
| Participant deferral / active EE | $1,545 | $3,103-50.2% | $3,706-58.3% | $3,169-51.2% |
| Admin fee / account holder | $147 | $440-66.5% | $5,608-97.4% | $479-69.2% |