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 LLC7 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $15,020 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $294 |
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 | $271,469 | $82,202+230.2% | $125,339+116.6% | $64,808+318.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | 15.39% | 3.48%+11.9pp | 572.05%-556.7pp | 32.82%-17.4pp |
| Employer contribution / active EE | $12,380 | $3,615+242.4% | $4,814+157.2% | $2,506+394.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $36 | $163-77.9% | $10,010-99.6% | $188-80.8% |