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.1 year Service code 25 · EIN 22-1146430 | Directed Trustee | $39,203 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,181 | $42,548+135.5% | $74,550+34.4% | $56,287+78.0% |
| Participation rate | 98.7% | 60.5%+38.2pp | 69.1%+29.5pp | 69.9%+28.8pp |
| Annual return | -5.30% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $7,437 | $855+769.8% | $1,961+279.3% | $2,111+252.3% |
| Participant deferral / active EE | $5,467 | $2,277+140.1% | $3,108+75.9% | $3,350+63.2% |
| Admin fee / account holder | $247 | $467-47.2% | $5,060-95.1% | $521-52.7% |