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 |
|---|---|---|
JFS WEALTH ADVISORS2 years Filed as: JFS WEALTH ADVISORS, LLC Service code 27 · EIN 20-8161914 1479 N HERMITAGE ROAD · HEMITAGE, PA 16418 | Advisory (Plan) | $11,895 |
TOWER BRIDGE ADVISORS2 years Filed as: TOWER BRIDGE ADVISORS, INC Service code 27 · EIN 23-3096014 101 W ELM STREET, SUITE 355 · CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $11,195 |
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 | $300,063 | $77,813+285.6% | $123,544+142.9% | $64,186+367.5% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -1.42% | 12.48%-13.9pp | 119.20%-120.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $10,228 | $3,014+239.4% | $4,628+121.0% | $2,381+329.6% |
| Participant deferral / active EE | $9,759 | $5,240+86.2% | $6,426+51.9% | $3,470+181.3% |
| Admin fee / account holder | $179 | $5,519-96.8% | $9,284-98.1% | $4,888-96.3% |