Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,803 | $88,087-31.0% | $164,866-63.1% | $74,546-18.4% |
| Participation rate | 71.3% | 73.1%-1.8pp | 78.6%-7.3pp | 67.2%+4.1pp |
| Annual return | 5.53% | 17.27%-11.7pp | 69.97%-64.4pp | 1366.03%-1360.5pp |
| Employer contribution / active EE | $1,482 | $2,595-42.9% | $4,343-65.9% | $2,624-43.5% |
| Participant deferral / active EE | $2,451 | $4,499-45.5% | $6,033-59.4% | $4,347-43.6% |
| Admin fee / account holder | $113 | $2,232-95.0% | $12,689-99.1% | $1,944-94.2% |