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 | $122,298 |
JACOBI CAPITAL MANAGEMENT LLC8+ years Filed as: JACOBI CAPITAL MANAGEMENT, LLC Service code 21 620 BALTIMORE DRIVE · WILKES BARRE, PA 18702 | Bank Trustee | $51,438 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,635 | $39,973-43.4% | $79,550-71.5% | $77,904-70.9% |
| Participation rate | 85.3% | 64.6%+20.7pp | 69.5%+15.8pp | 73.7%+11.6pp |
| Annual return | -12.41% | 3.42%-15.8pp | 0.16%-12.6pp | 12.21%-24.6pp |
| Employer contribution / active EE | $791 | $1,088-27.3% | $2,413-67.2% | $2,848-72.2% |
| Participant deferral / active EE | $2,076 | $2,774-25.2% | $3,985-47.9% | $4,806-56.8% |
| Admin fee / account holder | $146 | $113+29.6% | $6,832-97.9% | $133+10.4% |