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) | $32,784 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,189 | $91,407+8.5% | $135,903-27.0% | $71,457+38.8% |
| Participation rate | 95.0% | 75.7%+19.3pp | 81.9%+13.1pp | 67.9%+27.1pp |
| Annual return | 18.04% | 29.90%-11.9pp | 68.23%-50.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,520 | $3,703-32.0% | $4,856-48.1% | $2,588-2.6% |
| Participant deferral / active EE | $6,428 | $7,092-9.4% | $7,758-17.1% | $4,289+49.9% |
| Admin fee / account holder | $350 | $1,266-72.4% | $10,762-96.7% | $1,587-78.0% |