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 |
|---|---|---|
JACOBI CAPITAL MANAAGEMENT, LLC1 year Service code 99 | Other Fees | $51,099 |
Filed as: LIMESTONE PENSION ASSOCIATES LLC Service code 49 | Other Services | $13,660 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,849 |
JACOBI CAPITAL MAHAGEMENT, LLC1 year Service code 99 · EIN 26-2934519 | Other Fees | $0 |
Service code 49 · EIN 51-0383217 3411 SILVERSIDE RD HANBY BLDG STE · WILMINGTON, DE 19810 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,595 | $176,947-31.3% | $101,326+20.0% | - |
| Participation rate | 84.8% | 61.8%+23.0pp | 81.5%+3.4pp | - |
| Annual return | 16.49% | 15.13%+1.4pp | 36.82%-20.3pp | - |
| Employer contribution / active EE | $6,333 | $2,196+188.4% | $3,665+72.8% | - |
| Participant deferral / active EE | $11,493 | $4,114+179.3% | $7,994+43.8% | - |
| Admin fee / account holder | $51 | $22,209-99.8% | $11,185-99.5% | - |