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 27 265 FRANKLIN ST STE 401 · BOSTON, MA 02110 | Advisory (Plan) | $21,605 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,217 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,136 | $79,171+34.1% | $102,423+3.6% | $74,495+42.5% |
| Participation rate | 79.1% | 74.8%+4.3pp | 76.5%+2.6pp | 67.2%+11.9pp |
| Annual return | 12.92% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,107 | $2,362+31.5% | $3,023+2.8% | $2,623+18.4% |
| Participant deferral / active EE | $4,545 | $4,415+3.0% | $5,053-10.0% | $4,346+4.6% |
| Admin fee / account holder | $233 | $2,001-88.4% | $9,451-97.5% | $1,942-88.0% |