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 | $40,974 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,503 | $102,514+91.7% | $97,995+100.5% | $62,292+215.5% |
| Participation rate | 99.6% | 79.5%+20.1pp | 82.4%+17.2pp | 69.5%+30.1pp |
| Annual return | 19.33% | 32.43%-13.1pp | 23.94%-4.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $5,234 | $3,689+41.9% | $4,158+25.9% | $2,042+156.3% |
| Participant deferral / active EE | $7,186 | $5,308+35.4% | $5,097+41.0% | $3,169+126.7% |
| Admin fee / account holder | $145 | $378-61.6% | $5,943-97.6% | $479-69.7% |