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 25-1211909 | Directed Trustee | $81,910 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $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 | $60,777 | $39,898+52.3% | $121,196-49.9% | $55,725+9.1% |
| Participation rate | 53.0% | 61.2%-8.3pp | 71.7%-18.8pp | 70.9%-17.9pp |
| Annual return | -5.48% | -0.96%-4.5pp | 16.93%-22.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,077 | $1,295-16.9% | $4,022-73.2% | $2,078-48.2% |
| Participant deferral / active EE | $2,083 | $2,439-14.6% | $3,344-37.7% | $3,356-37.9% |
| Admin fee / account holder | $174 | $95+82.9% | $5,019-96.5% | $115+51.0% |