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.1 year Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $14,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $104,078 | $47,898+117.3% | $117,472-11.4% | $64,808+60.6% |
| Participation rate | 35.4% | 61.9%-26.5pp | 70.6%-35.2pp | 71.5%-36.1pp |
| Annual return | -16.01% | -15.54%-0.5pp | 29.74%-45.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $897 | $1,774-49.4% | $4,176-78.5% | $2,506-64.2% |
| Participant deferral / active EE | $2,144 | $3,151-32.0% | $4,070-47.3% | $4,310-50.3% |
| Admin fee / account holder | $92 | $132-30.5% | $5,645-98.4% | $188-51.2% |