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 | $10,749 |
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 | $18,438 | $84,233-78.1% | $170,442-89.2% | $70,131-73.7% |
| Participation rate | 98.7% | 70.8%+27.9pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 16.35% | 23.06%-6.7pp | 205.93%-189.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $523 | $3,387-84.6% | $5,433-90.4% | $2,342-77.7% |
| Participant deferral / active EE | $1,448 | $3,086-53.1% | $4,939-70.7% | $3,332-56.5% |
| Admin fee / account holder | $155 | $5,698-97.3% | $13,880-98.9% | $4,645-96.7% |