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 25-1211909 | Directed Trustee | $0 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,162 | $74,024-3.9% | $77,999-8.8% | $57,658+23.4% |
| Participation rate | 86.5% | 79.7%+6.7pp | 75.5%+11.0pp | 70.2%+16.3pp |
| Annual return | 7.23% | 12.14%-4.9pp | 425.96%-418.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,627 | $2,365+11.1% | $2,470+6.4% | $1,974+33.1% |
| Participant deferral / active EE | $3,714 | $3,533+5.1% | $3,497+6.2% | $3,061+21.4% |
| Admin fee / account holder | $0 | $93-100.0% | $5,480-100.0% | $95-100.0% |