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 | $43,572 |
PNC BANK, N.A.4+ 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 | $79,917 | $66,302+20.5% | $110,238-27.5% | $56,287+42.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -4.31% | -1.18%-3.1pp | 314.74%-319.1pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,177 | $2,047-42.5% | $3,826-69.2% | $2,111-44.2% |
| Participant deferral / active EE | $5,336 | $3,381+57.8% | $4,672+14.2% | $3,350+59.3% |
| Admin fee / account holder | $192 | $698-72.5% | $8,547-97.8% | $521-63.2% |