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 |
|---|---|---|
MRA ASSOCIATES USA LLC1 year Service code 27 · EIN 27-1529830 | Advisory (Plan) | $13,352 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $269 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,245 | $80,177+218.4% | $123,892+106.0% | $57,658+342.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 13.83% | 17.90%-4.1pp | 47.52%-33.7pp | 5.13%+8.7pp |
| Employer contribution / active EE | $10,335 | $2,913+254.8% | $4,617+123.9% | $1,974+423.6% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $46 | $106-56.4% | $8,357-99.4% | $95-51.0% |