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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,223 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 17 · EIN 22-1146430 | Pension Consulting | $14,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,330 | $55,415+23.3% | $155,509-56.1% | $74,495-8.3% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.2pp | 67.2%+31.1pp |
| Annual return | 12.13% | 268.50%-256.4pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,757 | $2,267-22.5% | $4,672-62.4% | $2,623-33.0% |
| Participant deferral / active EE | $3,587 | $2,836+26.5% | $5,626-36.2% | $4,346-17.5% |
| Admin fee / account holder | $300 | $1,738-82.8% | $15,912-98.1% | $1,942-84.6% |