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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $6,947 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,214 | $62,267+70.6% | $110,238-3.7% | $55,725+90.6% |
| Participation rate | 97.8% | 78.1%+19.7pp | 79.8%+18.0pp | 70.9%+27.0pp |
| Annual return | -4.75% | -1.07%-3.7pp | 314.74%-319.5pp | 244.93%-249.7pp |
| Employer contribution / active EE | $4,088 | $1,941+110.5% | $3,826+6.8% | $2,078+96.7% |
| Participant deferral / active EE | $5,519 | $3,516+57.0% | $4,672+18.1% | $3,356+64.5% |
| Admin fee / account holder | $92 | $121-23.9% | $8,547-98.9% | $115-20.1% |