See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ELIZABETH JACOBY INSURANCE, LLC1 year Filed as: ELIZABETH JACOBY INSURANCE Service code 27 · EIN 45-2080776 | Advisory (Plan) | $2,420 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $2,292 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $1,575 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 | Contract Administrator | $103 |
ELIZABETH JACOBY INSURANCE, LLC2 years Service code 26 · EIN 45-2080776 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,175 | $82,202-88.8% | $125,339-92.7% | $64,808-85.8% |
| Participation rate | 9.9% | 77.9%-67.9pp | 82.4%-72.4pp | 71.5%-61.5pp |
| Annual return | -19.00% | 3.48%-22.5pp | 572.05%-591.1pp | 32.82%-51.8pp |
| Employer contribution / active EE | $149 | $3,615-95.9% | $4,814-96.9% | $2,506-94.0% |
| Participant deferral / active EE | $922 | $7,175-87.2% | $7,446-87.6% | $4,310-78.6% |
| Admin fee / account holder | $104 | $163-36.5% | $10,010-99.0% | $188-44.8% |