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) | $18,050 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $17,313 |
TONNESON & COMPANY, PC5 years Service code 10 · EIN 04-2943536 | Accounting | $12,250 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,699 | $57,281+171.8% | $86,612+79.8% | $75,163+107.1% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 17.47% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $6,838 | $2,314+195.4% | $3,022+126.2% | $2,670+156.1% |
| Participant deferral / active EE | $6,157 | $3,318+85.6% | $4,438+38.7% | $4,125+49.3% |
| Admin fee / account holder | $239 | $4,112-94.2% | $5,614-95.7% | $5,651-95.8% |