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 |
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $9,476 |
BST & CO. CPA'S LLP4 years Service code 10 · EIN 14-1442607 10 BRITISH AMERICAN BLVD. · LATHAM, NY 12110 | Accounting | $8,675 |
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 | $90,042 | $46,553+93.4% | $64,056+40.6% | $75,163+19.8% |
| Participation rate | 85.3% | 65.9%+19.4pp | 72.3%+13.0pp | 67.2%+18.1pp |
| Annual return | 12.56% | 26.03%-13.5pp | 33.69%-21.1pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,942 | $1,974+49.0% | $2,747+7.1% | $2,670+10.2% |
| Participant deferral / active EE | $3,232 | $2,837+13.9% | $3,880-16.7% | $4,125-21.7% |
| Admin fee / account holder | $120 | $2,952-95.9% | $3,068-96.1% | $5,651-97.9% |