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.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $15,790 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,377 | $46,360-23.7% | $147,614-76.0% | $52,331-32.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.77% | 1.62%-2.4pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,259 | $2,126-40.8% | $5,564-77.4% | $1,882-33.1% |
| Participant deferral / active EE | $2,710 | $2,258+20.0% | $4,895-44.7% | $3,022-10.3% |
| Admin fee / account holder | $109 | $766-85.8% | $11,611-99.1% | $592-81.6% |