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) | $34,000 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,843 | $58,926+84.7% | $97,226+11.9% | $74,495+46.1% |
| Participation rate | 97.6% | 63.5%+34.1pp | 72.7%+24.9pp | 67.2%+30.4pp |
| Annual return | 14.39% | 16.04%-1.6pp | 75.13%-60.7pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,858 | $1,894-1.9% | $2,729-31.9% | $2,623-29.2% |
| Participant deferral / active EE | $5,421 | $3,664+47.9% | $4,264+27.1% | $4,346+24.7% |
| Admin fee / account holder | $128 | $1,974-93.5% | $5,654-97.7% | $1,942-93.4% |