See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $0 |
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 | $64,133 | $62,324+2.9% | $68,509-6.4% | $55,191+16.2% |
| Participation rate | 93.2% | 78.9%+14.3pp | 74.7%+18.5pp | 69.2%+24.1pp |
| Annual return | -0.40% | 4.26%-4.7pp | 8.27%-8.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,784 | $2,223+25.2% | $2,278+22.2% | $1,899+46.6% |
| Participant deferral / active EE | $3,914 | $3,425+14.3% | $3,382+15.7% | $3,046+28.5% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |