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 25-1211909 | Directed Trustee | $35,497 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,209 | $55,453-72.6% | $170,442-91.1% | $62,292-75.6% |
| Participation rate | 75.4% | 66.4%+9.1pp | 83.6%-8.2pp | 69.5%+5.9pp |
| Annual return | 16.09% | 21.38%-5.3pp | 205.93%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $206 | $2,164-90.5% | $5,433-96.2% | $2,042-89.9% |
| Participant deferral / active EE | $956 | $2,303-58.5% | $4,939-80.7% | $3,169-69.8% |
| Admin fee / account holder | $165 | $455-63.7% | $13,880-98.8% | $479-65.6% |