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 |
|---|---|---|
FAIRCOURT PARTNERS, LLC5 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $67,614 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,013 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,796 | $95,274-26.7% | $135,903-48.6% | $74,419-6.2% |
| Participation rate | 95.5% | 78.2%+17.3pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 22.93% | 32.77%-9.8pp | 68.23%-45.3pp | 34.38%-11.4pp |
| Employer contribution / active EE | $2,309 | $3,874-40.4% | $4,856-52.5% | $2,637-12.5% |
| Participant deferral / active EE | $8,189 | $7,782+5.2% | $7,758+5.6% | $4,528+80.9% |
| Admin fee / account holder | $272 | $266+2.1% | $10,762-97.5% | $348-21.9% |