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.3+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $65,011 |
PNC BANK, N.A.2 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,197 | $75,284+5.2% | $91,001-13.0% | $69,631+13.7% |
| Participation rate | 76.8% | 80.4%-3.6pp | 75.6%+1.2pp | 70.7%+6.1pp |
| Annual return | 13.80% | 48.40%-34.6pp | 4.60%+9.2pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $3,428 | $2,473+38.6% | $2,456+39.6% | $2,032+68.7% |
| Participant deferral / active EE | $3,470 | $3,700-6.2% | $3,547-2.2% | $3,224+7.6% |
| Admin fee / account holder | $157 | $111+41.7% | $5,417-97.1% | $110+41.9% |