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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $5,275 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,887 | $71,666+7.3% | $117,854-34.8% | $69,631+10.4% |
| Participation rate | 56.7% | 77.5%-20.9pp | 79.7%-23.0pp | 70.7%-14.0pp |
| Annual return | 16.97% | 18.86%-1.9pp | 335.08%-318.1pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $860 | $1,889-54.5% | $3,786-77.3% | $2,032-57.7% |
| Participant deferral / active EE | $2,287 | $3,340-31.5% | $4,482-49.0% | $3,224-29.0% |
| Admin fee / account holder | $15 | $120-87.7% | $8,020-99.8% | $110-86.6% |