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 15 · EIN 25-1211909 | Recordkeeping | $1,905 |
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 | $523,206 | $155,795+235.8% | $136,294+283.9% | $69,631+651.4% |
| Participation rate | 82.0% | 75.2%+6.8pp | 81.9%+0.1pp | 70.7%+11.3pp |
| Annual return | 16.12% | 232464.33%-232448.2pp | 5155.94%-5139.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $13,238 | $2,991+342.6% | $4,695+181.9% | $2,032+551.4% |
| Participant deferral / active EE | $6,335 | $5,394+17.5% | $6,247+1.4% | $3,224+96.5% |
| Admin fee / account holder | $5 | $128-95.8% | $9,243-99.9% | $110-95.2% |