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 22-1146430 | Directed Trustee | $21,518 |
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 | $16,006 | $76,000-78.9% | $154,107-89.6% | $64,186-75.1% |
| Participation rate | 92.8% | 70.4%+22.3pp | 83.0%+9.7pp | 69.6%+23.2pp |
| Annual return | -4.40% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $463 | $3,351-86.2% | $5,298-91.3% | $2,381-80.5% |
| Participant deferral / active EE | $1,374 | $3,175-56.7% | $5,081-72.9% | $3,470-60.4% |
| Admin fee / account holder | $231 | $5,596-95.9% | $13,411-98.3% | $4,888-95.3% |