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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $28,292 |
PNC BANK, N.A.3+ 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 | $53,898 | $46,966+14.8% | $185,117-70.9% | $69,631-22.6% |
| Participation rate | 85.5% | 65.3%+20.2pp | 77.3%+8.2pp | 70.7%+14.8pp |
| Annual return | 20.74% | 22.36%-1.6pp | 40.50%-19.8pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,652 | $3,017+120.5% | $5,045+31.8% | $3,224+106.3% |
| Admin fee / account holder | $70 | $94-25.2% | $8,159-99.1% | $110-36.4% |