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+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $50,723 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $32,766 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,532 | $56,629+142.9% | $77,999+76.3% | $55,167+149.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | -0.94% | 2866.98%-2867.9pp | 425.96%-426.9pp | 169.23%-170.2pp |
| Employer contribution / active EE | $4,470 | $1,723+159.4% | $2,470+81.0% | $1,963+127.8% |
| Participant deferral / active EE | $519 | $2,777-81.3% | $3,497-85.2% | $3,054-83.0% |
| Admin fee / account holder | $368 | $467-21.1% | $5,480-93.3% | $504-27.0% |