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.4+ years Service code 15 · EIN 22-1146430 | Recordkeeping | $1,720 |
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 | $489,203 | $75,388+548.9% | $123,544+296.0% | $55,725+777.9% |
| Participation rate | 84.0% | 75.7%+8.3pp | 82.3%+1.7pp | 70.9%+13.2pp |
| Annual return | -3.95% | 4.48%-8.4pp | 119.20%-123.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $13,887 | $3,063+353.4% | $4,628+200.1% | $2,078+568.2% |
| Participant deferral / active EE | $6,675 | $5,651+18.1% | $6,426+3.9% | $3,356+98.9% |
| Admin fee / account holder | $5 | $120-95.9% | $9,284-99.9% | $115-95.8% |