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.6+ years Service code 15 · EIN 22-1146430 | Recordkeeping | $1,625 |
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 | $596,539 | $100,801+491.8% | $149,696+298.5% | $73,409+712.6% |
| Participation rate | 75.1% | 77.7%-2.6pp | 82.5%-7.4pp | 72.2%+2.9pp |
| Annual return | 9.55% | 265.34%-255.8pp | 276.60%-267.0pp | 59.29%-49.7pp |
| Employer contribution / active EE | $15,168 | $3,312+358.0% | $4,644+226.6% | $2,234+579.1% |
| Participant deferral / active EE | $8,060 | $6,404+25.9% | $6,842+17.8% | $3,805+111.8% |
| Admin fee / account holder | $5 | $181-97.5% | $9,309-100.0% | $158-97.1% |