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 | $80,613 |
CHERRY BEKAERT LLP5 years Filed as: CHERRY BEKAERT WEALTH MANAGEMENT LL Service code 27 · EIN 62-1752578 | Advisory (Plan) | $35,168 |
CHOREO LLC1 year Filed as: CHOREO, LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $12,777 |
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 | $84,355 | $54,701+54.2% | $86,188-2.1% | $71,457+18.1% |
| Participation rate | 83.5% | 60.1%+23.4pp | 69.0%+14.5pp | 67.9%+15.6pp |
| Annual return | 17.64% | 20.06%-2.4pp | 1168.45%-1150.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $9,279 | $1,265+633.4% | $2,380+289.8% | $2,588+258.6% |
| Participant deferral / active EE | $5,402 | $3,108+73.8% | $3,985+35.6% | $4,289+26.0% |
| Admin fee / account holder | $625 | $1,922-67.5% | $6,852-90.9% | $1,587-60.6% |