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) | $20,000 |
TIAA1 year Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $11,041 |
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 | $74,453 | $83,884-11.2% | $64,056+16.2% | $74,4190% |
| Participation rate | 93.7% | 76.6%+17.0pp | 72.3%+21.4pp | 70.7%+22.9pp |
| Annual return | 15.14% | 16.57%-1.4pp | 33.69%-18.5pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,568 | $3,084-49.2% | $2,747-42.9% | $2,637-40.6% |
| Participant deferral / active EE | $4,867 | $3,692+31.8% | $3,880+25.4% | $4,528+7.5% |
| Admin fee / account holder | $38 | $196-80.5% | $3,068-98.8% | $348-89.0% |