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 year Service code 25 · EIN 22-1146430 | Directed Trustee | $20,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,821 | $73,102-46.9% | $123,544-68.6% | $56,287-31.0% |
| Participation rate | 45.3% | 74.3%-29.0pp | 82.3%-37.0pp | 69.9%-24.5pp |
| Annual return | 36.93% | 3.01%+33.9pp | 119.20%-82.3pp | -9.96%+46.9pp |
| Employer contribution / active EE | $1,576 | $2,977-47.1% | $4,628-65.9% | $2,111-25.4% |
| Participant deferral / active EE | $3,932 | $5,423-27.5% | $6,426-38.8% | $3,350+17.4% |
| Admin fee / account holder | $154 | $554-72.2% | $9,284-98.3% | $521-70.5% |