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 LLC6 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $20,588 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $0 |
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 | $263,721 | $104,317+152.8% | $159,436+65.4% | $86,799+203.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 14.44% | 26.32%-11.9pp | 263.57%-249.1pp | 97.91%-83.5pp |
| Employer contribution / active EE | $12,786 | $3,451+270.5% | $4,829+164.8% | $2,405+431.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $55 | $172-68.0% | $10,799-99.5% | $170-67.5% |