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 LLC8 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $41,474 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $210 |
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 | $272,200 | $95,274+185.7% | $135,903+100.3% | $74,419+265.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.11% | 32.77%-22.7pp | 68.23%-58.1pp | 34.38%-24.3pp |
| Employer contribution / active EE | $13,138 | $3,874+239.1% | $4,856+170.5% | $2,637+398.2% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $90 | $266-66.0% | $10,762-99.2% | $348-74.0% |