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 15 · EIN 13-3689044 | Recordkeeping | $15,191 |
Filed as: MAYFLOWER ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $14,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,485 | $64,612-52.8% | $86,436-64.7% | $64,808-53.0% |
| Participation rate | 71.3% | 81.5%-10.2pp | 80.3%-9.1pp | 71.5%-0.2pp |
| Annual return | -14.83% | 0.66%-15.5pp | 4394.89%-4409.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,215 | $2,744-19.3% | $3,769-41.2% | $2,506-11.6% |
| Participant deferral / active EE | $4,802 | $7,497-36.0% | $6,952-30.9% | $4,310+11.4% |
| Admin fee / account holder | $106 | $169-37.2% | $6,731-98.4% | $188-43.5% |