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 | $42,300 |
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 | $44,123 | $65,118-32.2% | $76,768-42.5% | $55,725-20.8% |
| Participation rate | 96.9% | 79.6%+17.3pp | 77.0%+19.9pp | 70.9%+26.0pp |
| Annual return | -3.61% | -1.27%-2.3pp | 2.43%-6.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $1,430 | $1,941-26.3% | $2,485-42.5% | $2,078-31.2% |
| Participant deferral / active EE | $3,317 | $3,688-10.1% | $3,852-13.9% | $3,356-1.1% |
| Admin fee / account holder | $88 | $116-24.3% | $6,675-98.7% | $115-23.8% |