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 Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 22-1146430 | Directed Trustee | $19,376 |
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 | $87,606 | $59,186+48.0% | $76,768+14.1% | $56,287+55.6% |
| Participation rate | 99.2% | 75.2%+24.0pp | 77.0%+22.2pp | 69.9%+29.3pp |
| Annual return | -4.79% | 6.62%-11.4pp | 2.43%-7.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,459 | $1,759+39.8% | $2,485-1.1% | $2,111+16.5% |
| Participant deferral / active EE | $5,609 | $3,255+72.3% | $3,852+45.6% | $3,350+67.4% |
| Admin fee / account holder | $150 | $489-69.3% | $6,675-97.7% | $521-71.2% |