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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,972 |
CHOREO LLC3 years Service code 27 · EIN 41-1944416 | Advisory (Plan) | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,932 | $88,890-25.8% | $102,423-35.6% | $77,643-15.1% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 15.44% | 24.98%-9.5pp | 29.32%-13.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,546 | $2,698+31.5% | $3,023+17.3% | $2,726+30.1% |
| Participant deferral / active EE | $5,470 | $5,145+6.3% | $5,053+8.2% | $4,647+17.7% |
| Admin fee / account holder | $261 | $235+10.7% | $9,451-97.2% | $430-39.4% |