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 9-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 | $25,355 |
Filed as: MRA ASSOCIATES Service code 27 · EIN 27-1529830 | Advisory (Plan) | $22,793 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,632 | $69,305-64.5% | $82,313-70.1% | $69,631-64.6% |
| Participation rate | 79.3% | 80.3%-1.0pp | 76.9%+2.4pp | 70.7%+8.6pp |
| Annual return | 27.81% | 21.47%+6.3pp | 25.88%+1.9pp | 27571.02%-27543.2pp |
| Employer contribution / active EE | $213 | $1,887-88.7% | $2,428-91.2% | $2,032-89.5% |
| Participant deferral / active EE | $2,341 | $3,568-34.4% | $3,706-36.8% | $3,224-27.4% |
| Admin fee / account holder | $159 | $97+63.5% | $5,608-97.2% | $110+43.9% |