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 LLC4 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $34,822 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $273,170 | $88,122+210.0% | $141,162+93.5% | $67,579+304.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 19.48% | 75.40%-55.9pp | 71.39%-51.9pp | 378.56%-359.1pp |
| Employer contribution / active EE | $10,712 | $3,224+232.2% | $4,735+126.2% | $2,148+398.7% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $102 | $131-22.0% | $10,261-99.0% | $142-28.2% |