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 | $12,770 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $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 | $34,578 | $55,449-37.6% | $83,848-58.8% | $56,287-38.6% |
| Participation rate | 77.5% | 68.0%+9.5pp | 76.1%+1.3pp | 69.9%+7.6pp |
| Annual return | -7.31% | -1.38%-5.9pp | 850.88%-858.2pp | -9.96%+2.6pp |
| Employer contribution / active EE | $4,890 | $2,430+101.2% | $3,631+34.7% | $2,111+131.6% |
| Participant deferral / active EE | $948 | $2,935-67.7% | $4,082-76.8% | $3,350-71.7% |
| Admin fee / account holder | $59 | $656-91.0% | $5,478-98.9% | $521-88.7% |