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 59 · EIN 25-1211909 | Shareholder Servicing | $1,125 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,863 | $63,905-40.8% | $74,183-49.0% | $57,658-34.3% |
| Participation rate | 31.8% | 79.8%-48.0pp | 76.6%-44.8pp | 70.2%-38.4pp |
| Annual return | 5.95% | 60.60%-54.7pp | 17.74%-11.8pp | 5.13%+0.8pp |
| Employer contribution / active EE | $565 | $1,840-69.3% | $2,370-76.2% | $1,974-71.4% |
| Participant deferral / active EE | $927 | $3,448-73.1% | $3,550-73.9% | $3,061-69.7% |
| Admin fee / account holder | $7 | $91-91.9% | $5,586-99.9% | $95-92.2% |