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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $52,202 |
PNC BANK, N.A.3+ 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 | $63,649 | $52,639+20.9% | $185,117-65.6% | $62,292+2.2% |
| Participation rate | 86.0% | 63.9%+22.2pp | 77.3%+8.8pp | 69.5%+16.5pp |
| Annual return | 17.49% | 19.57%-2.1pp | 40.50%-23.0pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,455 | $1,483-1.9% | $4,182-65.2% | $2,042-28.8% |
| Participant deferral / active EE | $3,725 | $3,097+20.3% | $5,045-26.2% | $3,169+17.5% |
| Admin fee / account holder | $178 | $374-52.3% | $8,159-97.8% | $479-62.8% |