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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $49,344 |
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 | $57,612 | $59,186-2.7% | $76,768-25.0% | $56,287+2.4% |
| Participation rate | 92.5% | 75.2%+17.3pp | 77.0%+15.6pp | 69.9%+22.7pp |
| Annual return | -4.56% | 6.62%-11.2pp | 2.43%-7.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $785 | $1,759-55.4% | $2,485-68.4% | $2,111-62.8% |
| Participant deferral / active EE | $4,965 | $3,255+52.5% | $3,852+28.9% | $3,350+48.2% |
| Admin fee / account holder | $206 | $489-58.0% | $6,675-96.9% | $521-60.5% |