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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,345 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 · EIN 22-1146430 | Advisory (Plan) | $25,686 |
CHOREO LLC1 year Filed as: CHOREO, LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $7,581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $799,296 | $138,347+477.7% | $184,203+333.9% | $80,856+888.5% |
| Participation rate | 97.4% | 83.9%+13.6pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 14.61% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,054 | $4,850+4.2% | $6,427-21.4% | $2,755+83.5% |
| Participant deferral / active EE | $12,285 | $7,071+73.7% | $9,131+34.5% | $4,296+186.0% |
| Admin fee / account holder | $1,011 | $10,483-90.4% | $13,901-92.7% | $6,918-85.4% |