See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHOREO LLC2 years Service code 27 · EIN 41-1944416 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,129 | $76,050-14.4% | $96,544-32.5% | $71,457-8.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 28.49% | 22.81%+5.7pp | 25.84%+2.6pp | 28.85%-0.4pp |
| Employer contribution / active EE | $2,993 | $2,244+33.4% | $2,965+0.9% | $2,588+15.7% |
| Participant deferral / active EE | $5,684 | $4,215+34.8% | $4,851+17.2% | $4,289+32.5% |
| Admin fee / account holder | $278 | $2,707-89.7% | $8,252-96.6% | $1,587-82.5% |