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 25 · EIN 25-1211909 | Directed Trustee | $43,208 |
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 | $142,966 | $56,629+152.5% | $77,999+83.3% | $55,167+159.2% |
| Participation rate | 85.7% | 73.3%+12.4pp | 75.5%+10.2pp | 69.0%+16.7pp |
| Annual return | 9.05% | 2866.98%-2857.9pp | 425.96%-416.9pp | 169.23%-160.2pp |
| Employer contribution / active EE | $3,136 | $1,723+82.0% | $2,470+26.9% | $1,963+59.8% |
| Participant deferral / active EE | $6,568 | $2,777+136.5% | $3,497+87.8% | $3,054+115.0% |
| Admin fee / account holder | $284 | $467-39.1% | $5,480-94.8% | $504-43.6% |