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.6 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $19,630 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 1400 ABBOTT RD STE 100 · EAST LANSING, MI 48823 | Advisory (Plan) | $16,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,595 | $96,484+107.9% | $156,263+28.4% | $74,304+170.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 7.42% | 17.73%-10.3pp | 59.47%-52.0pp | 29.43%-22.0pp |
| Employer contribution / active EE | $14,406 | $2,528+469.8% | $4,333+232.5% | $2,241+542.8% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $310 | $3,728-91.7% | $14,255-97.8% | $2,969-89.6% |