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 |
|---|---|---|
Filed as: MAYFLOWER ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $19,000 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,700 |
TONNESON & COMPANY, PC4 years Service code 10 · EIN 04-2943536 | Accounting | $10,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,449 | $54,350+149.2% | $82,719+63.7% | $68,494+97.8% |
| Participation rate | 98.8% | 63.9%+34.9pp | 72.6%+26.3pp | 67.9%+30.9pp |
| Annual return | -13.30% | -13.67%+0.4pp | 701.18%-714.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $6,502 | $2,218+193.1% | $3,009+116.1% | $2,596+150.4% |
| Participant deferral / active EE | $6,003 | $3,246+84.9% | $4,395+36.6% | $4,027+49.1% |
| Admin fee / account holder | $246 | $4,395-94.4% | $5,329-95.4% | $5,403-95.4% |