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 | $142,360 |
JACOBI CAPITAL MANAGEMENT LLC9+ years Filed as: JACOBI CAPITAL MANAGEMENT, LLC Service code 21 620 BALTIMORE DRIVE · WILKES BARRE, PA 18702 | Bank Trustee | $60,747 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,759 | $44,626-42.3% | $86,188-70.1% | $80,160-67.9% |
| Participation rate | 88.1% | 63.5%+24.6pp | 69.0%+19.2pp | 72.9%+15.2pp |
| Annual return | 21.20% | 19.61%+1.6pp | 1168.45%-1147.3pp | 40.38%-19.2pp |
| Employer contribution / active EE | $853 | $1,099-22.4% | $2,380-64.2% | $2,978-71.4% |
| Participant deferral / active EE | $2,195 | $2,769-20.7% | $3,985-44.9% | $5,017-56.3% |
| Admin fee / account holder | $152 | $133+14.4% | $6,852-97.8% | $145+5.1% |