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.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $10,650 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,209 | $50,464-44.1% | $75,781-62.8% | $52,331-46.1% |
| Participation rate | 59.4% | 66.8%-7.3pp | 75.8%-16.4pp | 68.1%-8.7pp |
| Annual return | -2.83% | 1.03%-3.9pp | 9.68%-12.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $6,008 | $1,988+202.2% | $3,323+80.8% | $1,882+219.3% |
| Participant deferral / active EE | $1,130 | $2,570-56.0% | $3,651-69.0% | $3,022-62.6% |
| Admin fee / account holder | $44 | $1,103-96.0% | $5,299-99.2% | $592-92.6% |