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+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $1,696 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $91,351 | $57,096+60.0% | $94,224-3.0% | $55,191+65.5% |
| Participation rate | 96.1% | 75.7%+20.4pp | 78.8%+17.3pp | 69.2%+26.9pp |
| Annual return | -0.32% | 159.65%-160.0pp | 10.68%-11.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $901 | $1,708-47.2% | $3,587-74.9% | $1,899-52.5% |
| Participant deferral / active EE | $5,097 | $3,165+61.1% | $4,320+18.0% | $3,046+67.3% |
| Admin fee / account holder | $9 | $89-89.8% | $6,269-99.9% | $91-89.9% |