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.1 year Filed as: BBVA COMPASS INVESTMENT SOLUTIONS Service code 55 15 20TH ST S STE 602 · BIRMINGHAM, AL 35233 | Other Commissions | $28,510 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $450 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $87,657 | $58,726+49.3% | $92,233-5.0% | $62,292+40.7% |
| Participation rate | 95.7% | 68.3%+27.4pp | 76.5%+19.2pp | 69.5%+26.2pp |
| Annual return | 16.53% | 43.62%-27.1pp | 176.28%-159.7pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,836 | $2,392-23.2% | $3,679-50.1% | $2,042-10.1% |
| Participant deferral / active EE | $5,651 | $2,766+104.3% | $3,897+45.0% | $3,169+78.3% |
| Admin fee / account holder | $2 | $556-99.7% | $5,194-100.0% | $479-99.7% |