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 Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $30,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,048 | $101,317+80.7% | $146,958+24.6% | $74,495+145.7% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 30.25% | 8730.91%-8700.7pp | 418.34%-388.1pp | 1364.94%-1334.7pp |
| Employer contribution / active EE | $3,451 | $3,810-9.4% | $4,933-30.0% | $2,623+31.6% |
| Participant deferral / active EE | $10,213 | $7,303+39.9% | $8,070+26.6% | $4,346+135.0% |
| Admin fee / account holder | $328 | $1,739-81.1% | $12,998-97.5% | $1,942-83.1% |