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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,351 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 16 · EIN 84-4826355 | Consulting | $25,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,964 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,795 | $95,274-20.4% | $135,903-44.2% | $74,419+1.9% |
| Participation rate | 98.4% | 78.2%+20.2pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 31.97% | 32.77%-0.8pp | 68.23%-36.3pp | 34.38%-2.4pp |
| Employer contribution / active EE | $6,645 | $3,874+71.5% | $4,856+36.8% | $2,637+152.0% |
| Participant deferral / active EE | $13,552 | $7,782+74.2% | $7,758+74.7% | $4,528+199.3% |
| Admin fee / account holder | $130 | $266-51.3% | $10,762-98.8% | $348-62.7% |