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 15 · EIN 25-1211909 | Recordkeeping | $1,720 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $469,160 | $80,177+485.2% | $123,892+278.7% | $57,658+713.7% |
| Participation rate | 87.0% | 74.4%+12.5pp | 81.4%+5.5pp | 70.2%+16.7pp |
| Annual return | 2.90% | 17.90%-15.0pp | 47.52%-44.6pp | 5.13%-2.2pp |
| Employer contribution / active EE | $13,889 | $2,913+376.8% | $4,617+200.8% | $1,974+603.7% |
| Participant deferral / active EE | $6,609 | $5,130+28.8% | $5,984+10.4% | $3,061+115.9% |
| Admin fee / account holder | $5 | $106-95.4% | $8,357-99.9% | $95-94.8% |