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 22-1146430 | Directed Trustee | $1,847 |
Participant 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 | $73,386 | $59,186+24.0% | $76,768-4.4% | $56,287+30.4% |
| Participation rate | 91.7% | 75.2%+16.5pp | 77.0%+14.8pp | 69.9%+21.9pp |
| Annual return | 8.21% | 6.62%+1.6pp | 2.43%+5.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $6,144 | $1,759+249.4% | $2,485+147.2% | $2,111+191.1% |
| Participant deferral / active EE | $1,048 | $3,255-67.8% | $3,852-72.8% | $3,350-68.7% |
| Admin fee / account holder | $13 | $489-97.4% | $6,675-99.8% | $521-97.6% |