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 25-1211909 | Directed Trustee | $51,109 |
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 | $32,191 | $47,977-32.9% | $154,107-79.1% | $56,287-42.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.02% | 3.54%-9.6pp | 735.12%-741.1pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,292 | $2,169-40.4% | $5,298-75.6% | $2,111-38.8% |
| Participant deferral / active EE | $2,902 | $2,392+21.3% | $5,081-42.9% | $3,350-13.4% |
| Admin fee / account holder | $290 | $438-33.7% | $13,411-97.8% | $521-44.3% |