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 | $3,150 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant 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 | $25,165 | $58,726-57.1% | $92,233-72.7% | $62,292-59.6% |
| Participation rate | 72.7% | 68.3%+4.4pp | 76.5%-3.8pp | 69.5%+3.2pp |
| Annual return | 15.24% | 43.62%-28.4pp | 176.28%-161.0pp | 28.90%-13.7pp |
| Employer contribution / active EE | $2,317 | $2,392-3.1% | $3,679-37.0% | $2,042+13.4% |
| Participant deferral / active EE | $826 | $2,766-70.1% | $3,897-78.8% | $3,169-73.9% |
| Admin fee / account holder | $10 | $556-98.3% | $5,194-99.8% | $479-98.0% |