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 |
|---|---|---|
TIAA7+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $16,301 |
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $12,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,553 | $42,894+71.5% | $60,874+20.8% | $68,494+7.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.42% | -13.98%+3.6pp | 16.90%-27.3pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,672 | $1,978+35.1% | $2,701-1.1% | $2,596+2.9% |
| Participant deferral / active EE | $5,044 | $2,867+75.9% | $3,817+32.1% | $4,027+25.2% |
| Admin fee / account holder | $161 | $3,101-94.8% | $3,224-95.0% | $5,403-97.0% |