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 6-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 Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $58,101 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,671 | $56,047-32.8% | $98,716-61.8% | $79,634-52.7% |
| Participation rate | 53.2% | 54.6%-1.4pp | 69.3%-16.0pp | 62.5%-9.2pp |
| Annual return | 27.04% | 17.58%+9.5pp | 31.81%-4.8pp | 36.46%-9.4pp |
| Employer contribution / active EE | $1,009 | $1,237-18.4% | $2,279-55.7% | $2,529-60.1% |
| Participant deferral / active EE | $2,560 | $2,469+3.7% | $4,048-36.7% | $3,835-33.2% |
| Admin fee / account holder | $228 | $1,512-84.9% | $8,703-97.4% | $1,002-77.3% |