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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $59,738 |
PNC BANK, N.A.2+ 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 | $52,924 | $41,281+28.2% | $109,313-51.6% | $57,658-8.2% |
| Participation rate | 42.5% | 59.3%-16.8pp | 71.3%-28.7pp | 70.2%-27.7pp |
| Annual return | 8.60% | 8.97%-0.4pp | 22.07%-13.5pp | 5.13%+3.5pp |
| Employer contribution / active EE | $893 | $1,201-25.6% | $3,892-77.0% | $1,974-54.7% |
| Participant deferral / active EE | $1,617 | $2,223-27.3% | $3,166-48.9% | $3,061-47.2% |
| Admin fee / account holder | $126 | $75+67.6% | $5,666-97.8% | $95+33.4% |