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 Service code 26 · EIN 84-4826355 | Advisory (Participants) | $35,881 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $17,903 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,968 | $79,171-12.9% | $102,423-32.7% | $74,495-7.4% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 19.84% | 54.93%-35.1pp | 29.32%-9.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $4,281 | $2,362+81.2% | $3,023+41.6% | $2,623+63.2% |
| Participant deferral / active EE | $7,980 | $4,415+80.7% | $5,053+57.9% | $4,346+83.6% |
| Admin fee / account holder | $72 | $2,001-96.4% | $9,451-99.2% | $1,942-96.3% |