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 | $121,080 |
JACOBI CAPITAL MANAGEMENT LLC6+ years Filed as: JACOBI CAPITAL MANAGEMENT, LLC Service code 21 620 BALTIMORE DRIVE · WILKES BARRE, PA 18702 | Bank Trustee | $53,065 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,117 | $64,286-60.9% | $90,951-72.4% | $73,409-65.8% |
| Participation rate | 81.8% | 63.6%+18.2pp | 69.0%+12.8pp | 72.2%+9.6pp |
| Annual return | 15.08% | 21.45%-6.4pp | 134.60%-119.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $489 | $895-45.4% | $2,122-77.0% | $2,234-78.1% |
| Participant deferral / active EE | $1,905 | $2,453-22.4% | $3,373-43.5% | $3,805-49.9% |
| Admin fee / account holder | $184 | $287-36.0% | $5,959-96.9% | $158+16.3% |