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.5+ years Service code 28 · EIN 22-1146430 | Investment Management | $3,896 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
PNC BANK, N.A.5+ 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 | $126,211 | $69,159+82.5% | $125,175+0.8% | $67,579+86.8% |
| Participation rate | 96.2% | 78.2%+18.0pp | 79.8%+16.4pp | 71.3%+24.9pp |
| Annual return | 21.22% | 27.12%-5.9pp | 43.79%-22.6pp | 378.56%-357.3pp |
| Employer contribution / active EE | $3,468 | $2,023+71.4% | $3,865-10.3% | $2,148+61.5% |
| Participant deferral / active EE | $5,871 | $3,700+58.7% | $4,937+18.9% | $3,539+65.9% |
| Admin fee / account holder | $20 | $142-85.6% | $9,702-99.8% | $142-85.7% |