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 | $351,554 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 · EIN 84-4826355 | Advisory (Plan) | $55,000 |
COHNREZNICK LLP9+ years Service code 10 · EIN 22-1478099 | Accounting | $38,850 |
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 | $36,845 | $45,365-18.8% | $58,482-37.0% | $96,393-61.8% |
| Participation rate | 28.6% | 30.9%-2.3pp | 50.9%-22.3pp | 71.3%-42.7pp |
| Annual return | 20.77% | 20.48%+0.3pp | 4239.32%-4218.5pp | 22.88%-2.1pp |
| Employer contribution / active EE | $705 | $584+20.7% | $1,053-33.1% | $3,238-78.2% |
| Participant deferral / active EE | $1,496 | $1,304+14.7% | $1,924-22.2% | $5,455-72.6% |
| Admin fee / account holder | $99 | $74+33.6% | $2,516-96.1% | $74+34.2% |