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 |
|---|---|---|
TIAA8+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $15,712 |
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $15,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,393 | $46,553+68.4% | $64,056+22.4% | $75,163+4.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.83% | 26.03%-14.2pp | 33.69%-21.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $3,950 | $1,974+100.1% | $2,747+43.8% | $2,670+48.0% |
| Participant deferral / active EE | $5,873 | $2,837+107.1% | $3,880+51.4% | $4,125+42.4% |
| Admin fee / account holder | $147 | $2,952-95.0% | $3,068-95.2% | $5,651-97.4% |