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 Service code 26 1479 NORTH HERMITAGE ROAD · HERMITAGE, PA 16148 | Advisory (Participants) | $21,719 |
Service code 12 · EIN 23-3038464 | Contract Administrator; Participant c... | $11,837 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,532 | $46,732-36.8% | $156,549-81.1% | $55,167-46.5% |
| Participation rate | 78.3% | 65.8%+12.5pp | 84.0%-5.7pp | 69.0%+9.3pp |
| Annual return | 9.14% | 17.72%-8.6pp | 32.23%-23.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $838 | $2,105-60.2% | $5,501-84.8% | $1,963-57.3% |
| Participant deferral / active EE | $1,145 | $2,204-48.1% | $4,871-76.5% | $3,054-62.5% |
| Admin fee / account holder | $358 | $418-14.4% | $13,027-97.2% | $504-28.9% |