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 Service code 25 · EIN 22-1146430 | Directed Trustee | $34,845 |
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 | $57,889 | $59,186-2.2% | $76,768-24.6% | $56,287+2.8% |
| Participation rate | 99.3% | 75.2%+24.1pp | 77.0%+22.3pp | 69.9%+29.4pp |
| Annual return | -5.14% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $359 | $1,759-79.6% | $2,485-85.6% | $2,111-83.0% |
| Participant deferral / active EE | $1,849 | $3,255-43.2% | $3,852-52.0% | $3,350-44.8% |
| Admin fee / account holder | $232 | $489-52.5% | $6,675-96.5% | $521-55.4% |