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 | $351,222 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 · EIN 84-4826355 | Advisory (Plan) | $55,000 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $36,750 |
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 | $32,828 | $27,839+17.9% | $61,373-46.5% | $78,044-57.9% |
| Participation rate | 31.3% | 29.8%+1.5pp | 52.6%-21.3pp | 74.4%-43.1pp |
| Annual return | -10.29% | -13.45%+3.2pp | 338.61%-348.9pp | 10.87%-21.2pp |
| Employer contribution / active EE | $597 | $367+62.8% | $1,159-48.5% | $3,125-80.9% |
| Participant deferral / active EE | $1,383 | $968+42.9% | $2,125-34.9% | $5,084-72.8% |
| Admin fee / account holder | $111 | $113-1.9% | $2,130-94.8% | $79+40.7% |