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 NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $25,582 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,257 | $88,083+78.5% | $164,813-4.6% | $74,495+111.1% |
| Participation rate | 51.9% | 73.0%-21.2pp | 78.6%-26.8pp | 67.2%-15.3pp |
| Annual return | 11.46% | 17.26%-5.8pp | 69.93%-58.5pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $4,475 | $2,593+72.6% | $4,341+3.1% | $2,623+70.6% |
| Participant deferral / active EE | $4,254 | $4,498-5.4% | $6,031-29.5% | $4,346-2.1% |
| Admin fee / account holder | $293 | $2,234-86.9% | $12,690-97.7% | $1,942-84.9% |