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 | $94,656 |
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $37,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,900 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $15,750 |
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 | $117,116 | $119,446-2.0% | $150,045-21.9% | $85,563+36.9% |
| Participation rate | 95.4% | 75.4%+19.9pp | 82.3%+13.1pp | 66.0%+29.4pp |
| Annual return | 26.84% | 23.72%+3.1pp | 62.55%-35.7pp | 31.51%-4.7pp |
| Employer contribution / active EE | $6,770 | $4,078+66.0% | $4,693+44.3% | $2,654+155.1% |
| Participant deferral / active EE | $15,052 | $7,985+88.5% | $7,997+88.2% | $4,375+244.0% |
| Admin fee / account holder | $154 | $548-72.0% | $13,435-98.9% | $834-81.6% |