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 |
|---|---|---|
TOWER BRIDGE ADVISORS1 year Filed as: TOWER BRIDGE ADVISORS, INC Service code 27 · EIN 23-3096014 101 W ELM STREET, SUITE 355 · CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $10,067 |
JFS WEALTH ADVISORS1 year Filed as: JFS WEALTH ADVISORS, LLC Service code 27 · EIN 20-8161914 1479 N HERMITAGE ROAD · HEMITAGE, PA 16418 | Advisory (Plan) | $9,047 |
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 12 · EIN 23-3030846 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Participant communication; Claims pro... | $3,558 |
ADVISOR RESOURCE COUNCIL1 year Filed as: ADVISOR TRUST COMPANY Service code 19 · EIN 46-4091337 201 SOUTH PHILLIPS AVENUE, SUITE 12 · SIOUX FALLS, SD 57104 | Securities Custodian | $773 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,168 | $80,753+296.5% | $136,294+134.9% | $62,292+414.0% |
| Participation rate | 92.5% | 73.5%+19.0pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 16.54% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $8,850 | $2,884+206.9% | $4,695+88.5% | $2,042+333.3% |
| Participant deferral / active EE | $8,219 | $5,164+59.2% | $6,247+31.6% | $3,169+159.3% |
| Admin fee / account holder | $158 | $525-69.8% | $9,243-98.3% | $479-67.0% |