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 16 · EIN 84-4826355 | Consulting | $24,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,734 | $59,159+205.5% | $159,960+13.0% | $66,914+170.1% |
| Participation rate | 90.8% | 68.1%+22.7pp | 78.0%+12.9pp | 69.8%+21.0pp |
| Annual return | -15.71% | -12.26%-3.4pp | 408.60%-424.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,745 | $1,983+38.4% | $4,226-35.0% | $2,544+7.9% |
| Participant deferral / active EE | $13,161 | $4,395+199.5% | $6,182+112.9% | $4,237+210.6% |
| Admin fee / account holder | -$37 | $591-106.2% | $8,698-100.4% | $593-106.2% |