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.3 years Service code 25 · EIN 22-1146430 | Directed Trustee | $12,526 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,916 | $57,354-49.6% | $83,848-65.5% | $64,186-55.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.96% | 11.38%-14.3pp | 850.88%-853.8pp | 7.63%-10.6pp |
| Employer contribution / active EE | $3,564 | $2,545+40.0% | $3,631-1.8% | $2,381+49.7% |
| Participant deferral / active EE | $2,575 | $2,993-14.0% | $4,082-36.9% | $3,470-25.8% |
| Admin fee / account holder | $69 | $4,046-98.3% | $5,478-98.7% | $4,888-98.6% |