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 |
|---|---|---|
CHOREO LLC1 year Filed as: CHOREO LLC. Service code 27 1200 E CAMPBELL RD · RICHARDSON, TX 75081 | Advisory (Plan) | $7,613 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,098 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,803 | $88,083-31.0% | $164,813-63.1% | $74,495-18.4% |
| Participation rate | 71.3% | 73.0%-1.7pp | 78.6%-7.3pp | 67.2%+4.1pp |
| Annual return | 5.53% | 17.26%-11.7pp | 69.93%-64.4pp | 1364.94%-1359.4pp |
| Employer contribution / active EE | $1,482 | $2,593-42.8% | $4,341-65.9% | $2,623-43.5% |
| Participant deferral / active EE | $2,451 | $4,498-45.5% | $6,031-59.4% | $4,346-43.6% |
| Admin fee / account holder | $113 | $2,234-95.0% | $12,690-99.1% | $1,942-94.2% |