Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Filed as: PNC BANK Service code 28 · EIN 34-6519512 | Investment Management | $33,088 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,252 | $65,946-51.1% | $81,783-60.6% | $77,671-58.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 12.18% | 26.65%-14.5pp | 775.05%-762.9pp | 31.21%-19.0pp |
| Employer contribution / active EE | $1,751 | $2,371-26.1% | $2,913-39.9% | $2,726-35.8% |
| Participant deferral / active EE | $1,969 | $3,507-43.8% | $4,320-54.4% | $4,648-57.6% |
| Admin fee / account holder | $37 | $527-93.1% | $7,380-99.5% | $430-91.5% |