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 25-1211909 | Directed Trustee | $17,448 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,115 | $58,726+43.2% | $92,233-8.8% | $62,292+35.0% |
| Participation rate | 99.0% | 68.3%+30.7pp | 76.5%+22.5pp | 69.5%+29.5pp |
| Annual return | 16.74% | 43.62%-26.9pp | 176.28%-159.5pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,395 | $2,392-41.7% | $3,679-62.1% | $2,042-31.7% |
| Participant deferral / active EE | $2,568 | $2,766-7.1% | $3,897-34.1% | $3,169-19.0% |
| Admin fee / account holder | $160 | $556-71.2% | $5,194-96.9% | $479-66.6% |