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) | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,262 | $79,124-18.8% | $60,874+5.6% | $64,808-0.8% |
| Participation rate | 95.1% | 77.7%+17.4pp | 73.1%+22.0pp | 71.5%+23.6pp |
| Annual return | -11.47% | -7.13%-4.3pp | 16.90%-28.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $1,892 | $3,050-38.0% | $2,701-30.0% | $2,506-24.5% |
| Participant deferral / active EE | $4,360 | $3,725+17.1% | $3,817+14.2% | $4,310+1.2% |
| Admin fee / account holder | $24 | $106-77.6% | $3,224-99.3% | $188-87.4% |