See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $16,257 |
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $13,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,010 | $69,763+21.9% | $67,502+25.9% | $74,495+14.1% |
| Participation rate | 99.0% | 71.4%+27.6pp | 72.9%+26.1pp | 67.2%+31.8pp |
| Annual return | 15.24% | -40.34%+55.6pp | 3512.12%-3496.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,231 | $2,704+19.5% | $2,731+18.3% | $2,623+23.2% |
| Participant deferral / active EE | $5,023 | $3,636+38.1% | $4,000+25.6% | $4,346+15.6% |
| Admin fee / account holder | $148 | $896-83.5% | $3,998-96.3% | $1,942-92.4% |