See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $20,681 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $89,419 | $38,595+131.7% | $80,004+11.8% | $52,331+70.9% |
| Participation rate | 96.3% | 64.5%+31.8pp | 73.0%+23.3pp | 68.1%+28.2pp |
| Annual return | -0.40% | 2.04%-2.4pp | 7.63%-8.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,366 | $1,133+108.8% | $2,473-4.3% | $1,882+25.7% |
| Participant deferral / active EE | $1,656 | $2,318-28.6% | $3,204-48.3% | $3,022-45.2% |
| Admin fee / account holder | $88 | $304-71.1% | $5,033-98.3% | $592-85.1% |