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 | $78,808 |
CHOREO LLC2 years Filed as: CHOREO, LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $50,027 |
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 | $87,274 | $59,417+46.9% | $93,606-6.8% | $74,495+17.2% |
| Participation rate | 93.3% | 59.7%+33.7pp | 68.7%+24.6pp | 67.2%+26.1pp |
| Annual return | 13.60% | 81.83%-68.2pp | 133.20%-119.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $14,392 | $1,264+1038.9% | $2,420+494.7% | $2,623+448.7% |
| Participant deferral / active EE | $4,776 | $3,050+56.6% | $4,411+8.3% | $4,346+9.9% |
| Admin fee / account holder | $532 | $3,021-82.4% | $8,285-93.6% | $1,942-72.6% |