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 ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $18,525 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,021 | $69,477-43.8% | $94,646-58.8% | $71,457-45.4% |
| Participation rate | 79.2% | 78.4%+0.8pp | 80.8%-1.6pp | 67.9%+11.3pp |
| Annual return | 20.77% | 29.66%-8.9pp | 156.71%-135.9pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,153 | $2,853-24.5% | $3,672-41.4% | $2,588-16.8% |
| Participant deferral / active EE | $5,580 | $7,345-24.0% | $7,418-24.8% | $4,289+30.1% |
| Admin fee / account holder | $121 | $1,210-90.0% | $7,231-98.3% | $1,587-92.3% |