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 Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 22-1146430 | Directed Trustee | $6,359 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,809 | $59,186-42.9% | $76,768-56.0% | $56,287-39.9% |
| Participation rate | 81.9% | 75.2%+6.7pp | 77.0%+5.0pp | 69.9%+12.1pp |
| Annual return | 33.35% | 6.62%+26.7pp | 2.43%+30.9pp | -9.96%+43.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,405 | $3,255-26.1% | $3,852-37.6% | $3,350-28.2% |
| Admin fee / account holder | $43 | $489-91.2% | $6,675-99.4% | $521-91.7% |