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 13 · EIN 42-0127290 | Contract Administrator | $71,491 |
CHOREO LLC3 years Filed as: CHOREO, LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $38,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,598 | $66,098+8.3% | $101,794-29.7% | $74,304-3.6% |
| Participation rate | 97.3% | 53.8%+43.6pp | 69.2%+28.1pp | 60.3%+37.0pp |
| Annual return | 15.06% | 19.59%-4.5pp | 30.53%-15.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $3,140 | $1,082+190.3% | $2,289+37.2% | $2,241+40.1% |
| Participant deferral / active EE | $5,598 | $2,781+101.3% | $4,084+37.1% | $3,767+48.6% |
| Admin fee / account holder | $480 | $4,146-88.4% | $8,777-94.5% | $2,969-83.8% |