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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $349,915 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 · EIN 84-4826355 | Advisory (Plan) | $45,833 |
COHNREZNICK LLP7+ years Service code 10 · EIN 22-1478099 | Accounting | $40,500 |
HARBOUR WEALTH MANAGEMENT GROUP INC1 year Service code 27 · EIN 86-3297747 | Advisory (Plan) | $9,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,444 | $40,081+3.4% | $80,716-48.7% | $101,517-59.2% |
| Participation rate | 32.2% | 29.7%+2.5pp | 54.2%-22.0pp | 74.6%-42.4pp |
| Annual return | 15.99% | 17.61%-1.6pp | 87.28%-71.3pp | 21.00%-5.0pp |
| Employer contribution / active EE | $182 | $391-53.5% | $1,160-84.3% | $2,973-93.9% |
| Participant deferral / active EE | $1,046 | $1,0460% | $2,146-51.2% | $4,873-78.5% |
| Admin fee / account holder | $132 | $113+16.6% | $3,380-96.1% | $139-5.4% |