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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $99,269 |
JACOBI CAPITAL MANAGEMENT LLC4+ years Filed as: JACOBI CAPITAL MANAGEMENT, LLC Service code 21 620 BALTIMORE DRIVE · WILKES BARRE, PA 18702 | Bank Trustee | $43,614 |
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 | $19,056 | $35,485-46.3% | $74,550-74.4% | $55,725-65.8% |
| Participation rate | 84.4% | 62.5%+21.9pp | 69.1%+15.2pp | 70.9%+13.5pp |
| Annual return | -5.73% | 0.72%-6.4pp | 32.53%-38.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $432 | $777-44.5% | $1,961-78.0% | $2,078-79.2% |
| Participant deferral / active EE | $1,688 | $2,181-22.6% | $3,108-45.7% | $3,356-49.7% |
| Admin fee / account holder | $163 | $114+42.3% | $5,060-96.8% | $115+41.3% |