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, LLC6 years Filed as: FAIRCOURT PARTNERS LLC Service code 28 · EIN 82-4882966 | Investment Management | $67,334 |
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,358 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $533,988 | $138,347+286.0% | $184,203+189.9% | $80,856+560.4% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.6%+29.3pp |
| Annual return | 13.76% | 20.02%-6.3pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $39,095 | $4,850+706.0% | $6,427+508.3% | $2,755+1319.2% |
| Participant deferral / active EE | $19,837 | $7,071+180.5% | $9,131+117.2% | $4,296+361.8% |
| Admin fee / account holder | $615 | $10,483-94.1% | $13,901-95.6% | $6,918-91.1% |