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 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $0 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 1400 ABBOTT RD STE 100 · EAST LANSING, MI 48823 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,636 | $81,474+51.7% | $133,956-7.7% | $73,488+68.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 6.62% | 19.40%-12.8pp | 45.09%-38.5pp | 28.51%-21.9pp |
| Employer contribution / active EE | $11,813 | $2,209+434.7% | $3,919+201.5% | $2,270+420.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $283 | $713-60.2% | $8,927-96.8% | $513-44.7% |