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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $183,305 |
JACOBI CAPITAL MANAGEMENT LLC10+ years Filed as: JACOBI CAPITAL MANAGEMENT, LLC Service code 21 620 BALTIMORE DRIVE · WILKES BARRE, PA 18702 | Bank Trustee | $67,743 |
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 | $28,760 | $48,698-40.9% | $93,606-69.3% | $199,593-85.6% |
| Participation rate | 89.0% | 63.5%+25.5pp | 68.7%+20.3pp | 72.0%+17.1pp |
| Annual return | 15.97% | 15.34%+0.6pp | 133.20%-117.2pp | 34.25%-18.3pp |
| Employer contribution / active EE | $975 | $1,135-14.1% | $2,420-59.7% | $3,034-67.9% |
| Participant deferral / active EE | $2,483 | $2,817-11.8% | $4,411-43.7% | $5,087-51.2% |
| Admin fee / account holder | $188 | $195-3.5% | $8,285-97.7% | $269-29.9% |