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 | $120,976 |
JACOBI CAPITAL MANAGEMENT LLC7+ years Filed as: JACOBI CAPITAL MANAGEMENT, LLC Service code 21 620 BALTIMORE DRIVE · WILKES BARRE, PA 18702 | Bank Trustee | $57,605 |
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 | $29,165 | $50,956-42.8% | $96,562-69.8% | $86,799-66.4% |
| Participation rate | 83.6% | 65.2%+18.3pp | 69.8%+13.8pp | 72.3%+11.3pp |
| Annual return | 16.61% | 21.27%-4.7pp | 37.78%-21.2pp | 97.91%-81.3pp |
| Employer contribution / active EE | $553 | $1,111-50.2% | $2,356-76.5% | $2,405-77.0% |
| Participant deferral / active EE | $2,232 | $2,954-24.5% | $3,849-42.0% | $4,131-46.0% |
| Admin fee / account holder | $183 | $166+10.0% | $6,181-97.0% | $170+7.7% |