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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $48,430 |
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 | $110,795 | $47,448+133.5% | $94,993+16.6% | $62,292+77.9% |
| Participation rate | 88.4% | 66.5%+21.9pp | 73.9%+14.5pp | 69.5%+18.9pp |
| Annual return | 17.33% | 22.64%-5.3pp | 27.12%-9.8pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,462 | $1,300+89.4% | $2,603-5.4% | $2,042+20.6% |
| Participant deferral / active EE | $1,677 | $2,375-29.4% | $3,317-49.4% | $3,169-47.1% |
| Admin fee / account holder | $199 | $434-54.1% | $4,960-96.0% | $479-58.4% |