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 Service code 25 · EIN 25-1211909 | Directed Trustee | $1,771 |
PNC BANK, N.A.2+ 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 | $91,993 | $56,629+62.4% | $77,999+17.9% | $55,167+66.8% |
| Participation rate | 72.0% | 73.3%-1.3pp | 75.5%-3.5pp | 69.0%+3.0pp |
| Annual return | 8.40% | 2866.98%-2858.6pp | 425.96%-417.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,183 | $1,723+26.7% | $2,470-11.6% | $1,963+11.2% |
| Participant deferral / active EE | $5,505 | $2,777+98.2% | $3,497+57.4% | $3,054+80.3% |
| Admin fee / account holder | $17 | $467-96.3% | $5,480-99.7% | $504-96.6% |