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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $24,430 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,930 | $63,299+20.0% | $91,001-16.6% | $62,292+21.9% |
| Participation rate | 71.9% | 73.3%-1.4pp | 75.6%-3.7pp | 69.5%+2.4pp |
| Annual return | 3.86% | 20.99%-17.1pp | 4.60%-0.7pp | 28.90%-25.0pp |
| Employer contribution / active EE | $1,825 | $1,807+1.0% | $2,456-25.7% | $2,042-10.6% |
| Participant deferral / active EE | $4,868 | $2,943+65.4% | $3,547+37.2% | $3,169+53.6% |
| Admin fee / account holder | $200 | $468-57.2% | $5,417-96.3% | $479-58.2% |