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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NC 100173206 | Recordkeeping Fees | $20,566 |
TONNESON & COMPANY, PC3 years Service code 10 · EIN 04-2943536 401 EDGEWATER PLACE, SUITE 300 · WAKEFILED, MA 018806208 | Accounting | $14,920 |
Filed as: MAYFLOWER FINANCIAL ADVISORS,LLC Service code 27 · EIN 02-1103113 265 FRANKLIN STREET 4TH FL · BOSTON, MA 021103113 | Advisory (Plan) | $14,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,554 | $65,409+169.9% | $98,442+79.3% | $85,850+105.7% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.4pp | 69.3%+29.5pp |
| Annual return | 14.13% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $7,007 | $2,168+223.3% | $2,960+136.7% | $2,565+173.2% |
| Participant deferral / active EE | $6,062 | $3,166+91.5% | $4,276+41.8% | $3,952+53.4% |
| Admin fee / account holder | $266 | $4,593-94.2% | $5,949-95.5% | $6,260-95.8% |