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.5+ years Service code 15 · EIN 22-1146430 | Recordkeeping | $1,600 |
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 | $558,889 | $88,122+534.2% | $141,162+295.9% | $67,579+727.0% |
| Participation rate | 88.3% | 76.5%+11.9pp | 82.5%+5.9pp | 71.3%+17.1pp |
| Annual return | 16.07% | 75.40%-59.3pp | 71.39%-55.3pp | 378.56%-362.5pp |
| Employer contribution / active EE | $14,351 | $3,224+345.1% | $4,735+203.1% | $2,148+568.2% |
| Participant deferral / active EE | $7,623 | $5,958+28.0% | $6,709+13.6% | $3,539+115.4% |
| Admin fee / account holder | $4 | $131-96.6% | $10,261-100.0% | $142-96.9% |