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 Filed as: PNC BANK NA Service code 17 · EIN 22-1146430 | Pension Consulting | $61,243 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,839 | $87,870+86.5% | $113,168+44.8% | $74,304+120.5% |
| Participation rate | 55.4% | 70.7%-15.3pp | 76.6%-21.1pp | 60.3%-4.9pp |
| Annual return | 16.12% | 26.44%-10.3pp | 24.27%-8.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,821 | $2,277+23.9% | $2,975-5.2% | $2,241+25.9% |
| Participant deferral / active EE | $4,615 | $4,241+8.8% | $5,107-9.6% | $3,767+22.5% |
| Admin fee / account holder | $421 | $3,368-87.5% | $12,068-96.5% | $2,969-85.8% |