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 | $769,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,211 | $123,286-25.2% | $75,670+21.9% | $77,958+18.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.3%+27.7pp | 71.6%+28.4pp |
| Annual return | 15.02% | 20.45%-5.4pp | 27.34%-12.3pp | 20.87%-5.8pp |
| Employer contribution / active EE | $5,429 | $2,035+166.8% | $2,352+130.8% | $2,310+135.0% |
| Participant deferral / active EE | $5,210 | $3,095+68.3% | $3,142+65.8% | $3,537+47.3% |
| Admin fee / account holder | $500 | $144+247.1% | $5,800-91.4% | $97+413.9% |