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 Service code 25 · EIN 22-1146430 | Directed Trustee | $51,569 |
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 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 | $208,835 | $86,332+141.9% | $125,175+66.8% | $65,185+220.4% |
| Participation rate | 87.8% | 75.3%+12.5pp | 79.8%+8.0pp | 70.2%+17.6pp |
| Annual return | 9.18% | 27.43%-18.2pp | 43.79%-34.6pp | 29.38%-20.2pp |
| Employer contribution / active EE | $11,817 | $2,040+479.3% | $3,865+205.7% | $2,177+442.9% |
| Participant deferral / active EE | $5,685 | $3,537+60.7% | $4,937+15.2% | $3,514+61.8% |
| Admin fee / account holder | $403 | $609-33.9% | $9,702-95.8% | $847-52.4% |