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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,850 |
PNC BANK, N.A.2 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $33,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,056 | $45,031-4.4% | $84,966-49.3% | $77,643-44.5% |
| Participation rate | 58.2% | 48.7%+9.5pp | 67.5%-9.3pp | 70.6%-12.4pp |
| Annual return | 16.60% | 79.22%-62.6pp | 66.38%-49.8pp | 31.24%-14.6pp |
| Employer contribution / active EE | $2,484 | $1,609+54.3% | $2,727-8.9% | $2,726-8.9% |
| Participant deferral / active EE | $4,561 | $2,807+62.5% | $4,519+0.9% | $4,647-1.9% |
| Admin fee / account holder | $134 | $912-85.3% | $6,149-97.8% | $430-68.9% |