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.2 years Filed as: PNC BANK N.A. Service code 25 · EIN 22-1146430 | Directed Trustee | $70,195 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $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 | $88,403 | $62,267+42.0% | $110,238-19.8% | $55,725+58.6% |
| Participation rate | 90.2% | 78.1%+12.1pp | 79.8%+10.4pp | 70.9%+19.4pp |
| Annual return | -3.33% | -1.07%-2.3pp | 314.74%-318.1pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,939 | $1,941-0.1% | $3,826-49.3% | $2,078-6.7% |
| Participant deferral / active EE | $6,006 | $3,516+70.8% | $4,672+28.5% | $3,356+79.0% |
| Admin fee / account holder | $80 | $121-33.6% | $8,547-99.1% | $115-30.3% |