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, LLC4 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $39,387 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,154 |
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 | $99,234 | $101,317-2.1% | $146,958-32.5% | $74,495+33.2% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 14.58% | 8730.91%-8716.3pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,308 | $3,810-65.7% | $4,933-73.5% | $2,623-50.2% |
| Participant deferral / active EE | $6,008 | $7,303-17.7% | $8,070-25.5% | $4,346+38.3% |
| Admin fee / account holder | $364 | $1,739-79.1% | $12,998-97.2% | $1,942-81.2% |