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.1+ years Filed as: PNC BANK, N. A. Service code 25 · EIN 25-1211909 620 LIBERTY AVE · PITTSBURGH, PA 15222 | Directed Trustee | $2,675 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,436 | $43,423+6.9% | $78,689-41.0% | $55,167-15.8% |
| Participation rate | 83.1% | 68.0%+15.1pp | 73.6%+9.6pp | 69.0%+14.1pp |
| Annual return | 6.04% | 11.53%-5.5pp | 62.18%-56.1pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,301 | $1,997+15.2% | $2,851-19.3% | $1,963+17.2% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $20 | $416-95.3% | $4,510-99.6% | $504-96.1% |