See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,646 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,352 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 · EIN 84-4826355 | Advisory (Plan) | $25,860 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,072 | $129,021-26.3% | $184,203-48.4% | $77,643+22.4% |
| Participation rate | 98.1% | 87.3%+10.8pp | 86.8%+11.3pp | 70.6%+27.6pp |
| Annual return | 17.82% | 33.27%-15.4pp | 28.81%-11.0pp | 31.24%-13.4pp |
| Employer contribution / active EE | $17,381 | $4,413+293.9% | $6,427+170.4% | $2,726+537.6% |
| Participant deferral / active EE | $18,157 | $7,297+148.8% | $9,131+98.8% | $4,647+290.7% |
| Admin fee / account holder | $219 | $254-13.7% | $13,901-98.4% | $430-49.1% |