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 | $7,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,247 |
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 | $198,950 | $65,390+204.3% | $169,368+17.5% | $71,457+178.4% |
| Participation rate | 93.0% | 67.0%+26.0pp | 77.1%+15.8pp | 67.9%+25.0pp |
| Annual return | 15.54% | 21.31%-5.8pp | 405.60%-390.1pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,860 | $2,079+37.6% | $4,013-28.7% | $2,588+10.5% |
| Participant deferral / active EE | $14,323 | $4,367+228.0% | $6,221+130.2% | $4,289+234.0% |
| Admin fee / account holder | -$144 | $1,324-110.9% | $9,003-101.6% | $1,587-109.1% |