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 | $11,750 |
FIDUCIA GROUP LLC1+ years Service code 28 100 WEST SQUARE DRIVE · PITTSBURGH, PA 15219 | Investment Management | $6,336 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Annual investment return 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 | $67,206 | $88,324-23.9% | $115,037-41.6% | $55,191+21.8% |
| Participation rate | 86.9% | 72.5%+14.3pp | 81.4%+5.5pp | 69.2%+17.7pp |
| Annual return | -0.78% | 6.30%-7.1pp | 26.14%-26.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,484 | $5,042+68.3% | $6,026+40.8% | $3,046+178.5% |
| Admin fee / account holder | $53 | $105-50.0% | $8,175-99.4% | $91-42.0% |