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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $1,553 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,198 | $71,192+29.5% | $117,854-21.8% | $62,292+48.0% |
| Participation rate | 95.7% | 74.2%+21.5pp | 79.7%+16.1pp | 69.5%+26.2pp |
| Annual return | 19.94% | 18.66%+1.3pp | 335.08%-315.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,098 | $1,934-43.2% | $3,786-71.0% | $2,042-46.2% |
| Participant deferral / active EE | $4,664 | $3,189+46.3% | $4,482+4.1% | $3,169+47.2% |
| Admin fee / account holder | $8 | $587-98.7% | $8,020-99.9% | $479-98.4% |