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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,841 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $11,115 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,776 | $88,890-62.0% | $102,423-67.0% | $77,643-56.5% |
| Participation rate | 89.9% | 80.9%+9.0pp | 76.5%+13.4pp | 70.6%+19.4pp |
| Annual return | 17.18% | 24.98%-7.8pp | 29.32%-12.1pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,789 | $2,698+3.4% | $3,023-7.7% | $2,726+2.3% |
| Participant deferral / active EE | $4,350 | $5,145-15.5% | $5,053-13.9% | $4,647-6.4% |
| Admin fee / account holder | $157 | $235-33.2% | $9,451-98.3% | $430-63.5% |