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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $853 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment 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 | $58,875 | $60,165-2.1% | $74,183-20.6% | $55,167+6.7% |
| Participation rate | 90.8% | 74.2%+16.6pp | 76.6%+14.2pp | 69.0%+21.8pp |
| Annual return | 9.85% | 10.00%-0.2pp | 17.74%-7.9pp | 169.23%-159.4pp |
| Employer contribution / active EE | $732 | $1,600-54.3% | $2,370-69.1% | $1,963-62.7% |
| Participant deferral / active EE | $4,476 | $2,973+50.6% | $3,550+26.1% | $3,054+46.6% |
| Admin fee / account holder | $4 | $419-99.1% | $5,586-99.9% | $504-99.2% |