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 52 · EIN 25-1211909 | Indirect Investment Fees | $0 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $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 | $35,088 | $63,905-45.1% | $74,183-52.7% | $57,658-39.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.45% | 60.60%-54.2pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,553 | $1,840-15.6% | $2,370-34.5% | $1,974-21.3% |
| Participant deferral / active EE | $2,484 | $3,448-28.0% | $3,550-30.0% | $3,061-18.8% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |