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.2 years Filed as: PNC BANK, N.A Service code 25 · EIN 22-1146430 | Directed Trustee | $28,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,012 | $47,977+25.1% | $154,107-61.1% | $56,287+6.6% |
| Participation rate | 59.3% | 66.2%-6.8pp | 83.0%-23.7pp | 69.9%-10.5pp |
| Annual return | -4.77% | 3.54%-8.3pp | 735.12%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,394 | $2,169-35.7% | $5,298-73.7% | $2,111-34.0% |
| Participant deferral / active EE | $2,677 | $2,392+11.9% | $5,081-47.3% | $3,350-20.1% |
| Admin fee / account holder | $289 | $438-34.0% | $13,411-97.8% | $521-44.5% |