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 28 · EIN 84-4826355 265 FRANKLIN ST · BOSTON, MA 02110 | Investment Management | $19,000 |
BST & CO. CPA'S LLP3 years Service code 10 · EIN 14-1442607 26 COMPUTER DR W · ALBANY, NY 12205 | Accounting | $14,500 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $8,480 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,939 | $42,894+91.0% | $60,874+34.6% | $68,494+19.6% |
| Participation rate | 77.1% | 66.8%+10.3pp | 73.1%+4.0pp | 67.9%+9.2pp |
| Annual return | -8.93% | -13.98%+5.1pp | 16.90%-25.8pp | -7.84%-1.1pp |
| Employer contribution / active EE | $2,604 | $1,978+31.7% | $2,701-3.6% | $2,596+0.3% |
| Participant deferral / active EE | $2,793 | $2,867-2.6% | $3,817-26.8% | $4,027-30.7% |
| Admin fee / account holder | $107 | $3,101-96.6% | $3,224-96.7% | $5,403-98.0% |