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 25-1211909 | Directed Trustee | $3,922 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $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 | $48,681 | $42,582+14.3% | $171,082-71.5% | $57,658-15.6% |
| Participation rate | 75.1% | 63.9%+11.2pp | 76.7%-1.6pp | 70.2%+4.8pp |
| Annual return | 8.55% | 308.67%-300.1pp | 32.56%-24.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,447 | $2,933+85.7% | $4,797+13.5% | $3,061+78.0% |
| Admin fee / account holder | $11 | $82-86.5% | $8,520-99.9% | $95-88.2% |