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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $21,970 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,518 | $44,873-45.4% | $79,464-69.1% | $56,287-56.4% |
| Participation rate | 81.2% | 68.7%+12.5pp | 73.3%+7.9pp | 69.9%+11.3pp |
| Annual return | -5.19% | 0.81%-6.0pp | 718.14%-723.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,244 | $2,140-41.9% | $2,800-55.6% | $2,111-41.1% |
| Participant deferral / active EE | $577 | $2,746-79.0% | $3,704-84.4% | $3,350-82.8% |
| Admin fee / account holder | $230 | $418-45.0% | $5,113-95.5% | $521-55.8% |