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 Service code 25 · EIN 22-1146430 | Directed Trustee | $24,745 |
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 | $35,484 | $62,586-43.3% | $76,768-53.8% | $64,186-44.7% |
| Participation rate | 85.4% | 72.8%+12.6pp | 77.0%+8.4pp | 69.6%+15.8pp |
| Annual return | 2.17% | -1.95%+4.1pp | 2.43%-0.3pp | 7.63%-5.5pp |
| Employer contribution / active EE | $904 | $1,832-50.6% | $2,485-63.6% | $2,381-62.0% |
| Participant deferral / active EE | $3,545 | $3,145+12.7% | $3,852-8.0% | $3,470+2.2% |
| Admin fee / account holder | $179 | $4,667-96.2% | $6,675-97.3% | $4,888-96.3% |