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.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $20,532 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $13,138 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $93,230 | $47,648+95.7% | $130,648-28.6% | $67,579+38.0% |
| Participation rate | 86.3% | 60.4%+25.8pp | 71.7%+14.5pp | 71.3%+15.0pp |
| Annual return | 26.40% | 25.73%+0.7pp | 1708.96%-1682.6pp | 378.56%-352.2pp |
| Employer contribution / active EE | $10,611 | $1,408+653.7% | $4,092+159.3% | $2,148+394.0% |
| Participant deferral / active EE | $6,937 | $2,616+165.2% | $3,603+92.6% | $3,539+96.0% |
| Admin fee / account holder | $75 | $105-28.8% | $5,464-98.6% | $142-47.4% |