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 |
|---|---|---|
FAIRCOURT PARTNERS, LLC3 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $65,137 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,041 |
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 | $85,411 | $104,475-18.2% | $159,436-46.4% | $79,386+7.6% |
| Participation rate | 95.5% | 76.6%+18.9pp | 82.8%+12.7pp | 70.7%+24.8pp |
| Annual return | 16.33% | 67.95%-51.6pp | 263.57%-247.2pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,043 | $3,417-69.5% | $4,829-78.4% | $2,427-57.0% |
| Participant deferral / active EE | $7,561 | $6,467+16.9% | $7,352+2.8% | $4,046+86.9% |
| Admin fee / account holder | $403 | $711-43.3% | $10,799-96.3% | $626-35.6% |