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 | $607,592 |
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 | $83,539 | $48,261+73.1% | $68,793+21.4% | $55,725+49.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | -5.38% | -2.61%-2.8pp | -4.63%-0.7pp | 244.93%-250.3pp |
| Employer contribution / active EE | $6,161 | $1,742+253.6% | $2,625+134.7% | $2,078+196.5% |
| Participant deferral / active EE | $5,889 | $2,712+117.1% | $3,311+77.8% | $3,356+75.5% |
| Admin fee / account holder | $388 | $126+207.7% | $5,131-92.4% | $115+237.1% |