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 22-1146430 | Directed Trustee | $133,558 |
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 | $33,133 | $134,045-75.3% | $80,019-58.6% | $75,289-56.0% |
| Participation rate | 96.7% | 85.8%+11.0pp | 75.8%+20.9pp | 72.4%+24.3pp |
| Annual return | -3.72% | -0.56%-3.2pp | 11.22%-14.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,454 | $3,492-58.4% | $2,468-41.1% | $2,405-39.5% |
| Participant deferral / active EE | $2,980 | $4,976-40.1% | $3,686-19.1% | $3,739-20.3% |
| Admin fee / account holder | $99 | $124-20.3% | $6,521-98.5% | $102-3.5% |