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 FINANCIAL ADVISORS LLC Service code 26 · EIN 84-4826355 265 FRANKLIN ST SUITE 401 · BOSTON, MA 021103183 | Advisory (Participants) | $14,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,957 | $94,833-18.9% | $75,696+1.7% | $86,799-11.3% |
| Participation rate | 95.7% | 79.1%+16.6pp | 74.8%+20.9pp | 72.3%+23.4pp |
| Annual return | 12.46% | 16.91%-4.5pp | 104.53%-92.1pp | 97.91%-85.5pp |
| Employer contribution / active EE | $584 | $2,904-79.9% | $2,743-78.7% | $2,405-75.7% |
| Participant deferral / active EE | $3,986 | $3,632+9.8% | $3,821+4.3% | $4,131-3.5% |
| Admin fee / account holder | $19 | $109-82.8% | $3,619-99.5% | $170-89.0% |