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, NATIONAL ASSOCIATION Service code 25 · EIN 25-1211909 | Directed Trustee | $3,514 |
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 | $37,734 | $60,165-37.3% | $74,183-49.1% | $55,167-31.6% |
| Participation rate | 82.2% | 74.2%+8.0pp | 76.6%+5.6pp | 69.0%+13.2pp |
| Annual return | 5.54% | 10.00%-4.5pp | 17.74%-12.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,316 | $2,973-22.1% | $3,550-34.7% | $3,054-24.2% |
| Admin fee / account holder | $40 | $419-90.5% | $5,586-99.3% | $504-92.1% |