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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $20,340 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,443 | $77,813+52.2% | $123,544-4.1% | $64,186+84.5% |
| Participation rate | 86.9% | 74.7%+12.2pp | 82.3%+4.6pp | 69.6%+17.3pp |
| Annual return | -5.52% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,300 | $3,014-23.7% | $4,628-50.3% | $2,381-3.4% |
| Participant deferral / active EE | $9,847 | $5,240+87.9% | $6,426+53.2% | $3,470+183.8% |
| Admin fee / account holder | $187 | $5,519-96.6% | $9,284-98.0% | $4,888-96.2% |