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 | $99,812 |
JACOBI CAPITAL MANAGEMENT LLC5+ years Filed as: JACOBI CAPITAL MANAGEMENT, LLC Service code 21 620 BALTIMORE DRIVE · WILKES BARRE, PA 18702 | Bank Trustee | $48,962 |
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 | $19,751 | $40,113-50.8% | $84,015-76.5% | $77,787-74.6% |
| Participation rate | 85.0% | 62.8%+22.2pp | 69.0%+16.0pp | 73.2%+11.8pp |
| Annual return | 24.96% | 23.27%+1.7pp | 71.31%-46.3pp | 32.57%-7.6pp |
| Employer contribution / active EE | $414 | $847-51.1% | $1,983-79.1% | $2,504-83.5% |
| Participant deferral / active EE | $1,570 | $2,030-22.7% | $3,239-51.5% | $3,967-60.4% |
| Admin fee / account holder | $137 | $92+49.7% | $6,101-97.8% | $100+37.0% |