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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $99,016 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,879 | $75,388-20.6% | $123,544-51.5% | $55,725+7.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -5.24% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,386 | $3,063+10.5% | $4,628-26.8% | $2,078+62.9% |
| Participant deferral / active EE | $5,881 | $5,651+4.1% | $6,426-8.5% | $3,356+75.3% |
| Admin fee / account holder | $82 | $120-31.9% | $9,284-99.1% | $115-29.2% |