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.1+ years Service code 15 · EIN 25-1211909 | Recordkeeping | $1,680 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,386 | $88,324+422.4% | $115,037+301.1% | $55,191+736.0% |
| Participation rate | 85.3% | 72.5%+12.7pp | 81.4%+3.9pp | 69.2%+16.1pp |
| Annual return | 0.26% | 6.30%-6.0pp | 26.14%-25.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $13,478 | $2,805+380.5% | $4,608+192.5% | $1,899+609.9% |
| Participant deferral / active EE | $6,041 | $5,042+19.8% | $6,026+0.2% | $3,046+98.3% |
| Admin fee / account holder | $5 | $105-95.4% | $8,175-99.9% | $91-94.7% |