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.4+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $42,319 |
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 | $53,352 | $58,083-8.1% | $80,019-33.3% | $56,287-5.2% |
| Participation rate | 82.9% | 73.6%+9.3pp | 75.8%+7.1pp | 69.9%+13.0pp |
| Annual return | -3.04% | 34.61%-37.7pp | 11.22%-14.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,525 | $1,932-21.1% | $2,468-38.2% | $2,111-27.8% |
| Participant deferral / active EE | $2,441 | $3,135-22.1% | $3,686-33.8% | $3,350-27.1% |
| Admin fee / account holder | $197 | $623-68.4% | $6,521-97.0% | $521-62.2% |