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 | $45,265 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,950 | $47,078+1.9% | $100,671-52.4% | $55,191-13.1% |
| Participation rate | 49.1% | 58.0%-9.0pp | 70.7%-21.7pp | 69.2%-20.1pp |
| Annual return | 1.01% | 0.65%+0.4pp | 20.43%-19.4pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,066 | $1,0650% | $4,012-73.4% | $1,899-43.9% |
| Participant deferral / active EE | $1,847 | $2,038-9.4% | $3,144-41.2% | $3,046-39.4% |
| Admin fee / account holder | $96 | $153-37.5% | $4,850-98.0% | $91+5.6% |