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 27 265 FRANKLIN ST STE 401 · BOSTON, MA 02110 | Advisory (Plan) | $25,485 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,805 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,249 | $51,315+97.3% | $95,745+5.7% | $71,457+41.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 17.09% | 25.26%-8.2pp | 28.35%-11.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,824 | $1,819+55.3% | $2,835-0.4% | $2,588+9.1% |
| Participant deferral / active EE | $7,421 | $3,358+121.0% | $4,245+74.8% | $4,289+73.0% |
| Admin fee / account holder | $101 | $1,137-91.1% | $5,678-98.2% | $1,587-93.7% |