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, LLC3 years Service code 99 · EIN 82-4882966 | Other Fees | $44,189 |
RSM US LLP4 years Service code 99 · EIN 42-0714325 | Other Fees | $21,599 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 99 · EIN 31-1299207 | Other Fees | $11,553 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,878 | $89,465+3.8% | $164,866-43.7% | $77,671+19.6% |
| Participation rate | 74.8% | 78.6%-3.8pp | 78.6%-3.8pp | 70.6%+4.3pp |
| Annual return | 14.60% | 28.81%-14.2pp | 69.97%-55.4pp | 31.21%-16.6pp |
| Employer contribution / active EE | $1,473 | $2,568-42.6% | $4,343-66.1% | $2,726-46.0% |
| Participant deferral / active EE | $5,405 | $4,897+10.4% | $6,033-10.4% | $4,648+16.3% |
| Admin fee / account holder | $143 | $340-57.9% | $12,689-98.9% | $430-66.8% |