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) | $22,831 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,317 | $79,013-35.1% | $100,391-48.9% | $74,495-31.1% |
| Participation rate | 80.9% | 79.5%+1.4pp | 81.5%-0.6pp | 67.2%+13.7pp |
| Annual return | 15.93% | 20.41%-4.5pp | 49.20%-33.3pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,163 | $3,021-28.4% | $3,942-45.1% | $2,623-17.5% |
| Participant deferral / active EE | $5,943 | $7,760-23.4% | $8,082-26.5% | $4,346+36.7% |
| Admin fee / account holder | $172 | $1,320-86.9% | $7,899-97.8% | $1,942-91.1% |