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 ADVISORS3+ years Service code 26 1479 NORTH HERMITAGE ROAD · HERMITAGE, PA 16148 | Advisory (Participants) | $24,373 |
Service code 12 · EIN 23-3038464 | Contract Administrator; Participant c... | $11,269 |
Filed as: ARNETT CARBIS TOOTHMAN Service code 10 · EIN 55-0486667 | Accounting | $7,800 |
WALKER BENEFITS, LLC1 year Service code 16 · EIN 32-0453512 | Consulting | $6,576 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,045 | $55,453-44.0% | $170,442-81.8% | $62,292-50.2% |
| Participation rate | 75.8% | 66.4%+9.4pp | 83.6%-7.8pp | 69.5%+6.3pp |
| Annual return | 17.99% | 21.38%-3.4pp | 205.93%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $963 | $2,164-55.5% | $5,433-82.3% | $2,042-52.9% |
| Participant deferral / active EE | $1,328 | $2,303-42.3% | $4,939-73.1% | $3,169-58.1% |
| Admin fee / account holder | $447 | $455-1.8% | $13,880-96.8% | $479-6.8% |