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 25 · EIN 22-1146430 | Directed Trustee | $28,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,087 | $56,972+52.9% | $182,532-52.3% | $65,185+33.6% |
| Participation rate | 69.8% | 66.5%+3.3pp | 78.0%-8.1pp | 70.2%-0.4pp |
| Annual return | 22.83% | 27.67%-4.8pp | 148.54%-125.7pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,443 | $1,615+51.3% | $4,076-40.1% | $2,177+12.3% |
| Participant deferral / active EE | $4,346 | $3,526+23.3% | $5,524-21.3% | $3,514+23.7% |
| Admin fee / account holder | $113 | $528-78.6% | $8,592-98.7% | $847-86.7% |