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 | $56,767-33.6% | $101,794-63.0% | $85,563-56.0% |
| Participation rate | 53.2% | 57.6%-4.3pp | 69.2%-15.9pp | 66.0%-12.7pp |
| Annual return | 27.04% | 17.76%+9.3pp | 30.53%-3.5pp | 31.51%-4.5pp |
| Employer contribution / active EE | $1,009 | $1,112-9.3% | $2,289-55.9% | $2,654-62.0% |
| Participant deferral / active EE | $2,560 | $2,720-5.9% | $4,084-37.3% | $4,375-41.5% |
| Admin fee / account holder | $228 | $1,098-79.3% | $8,777-97.4% | $834-72.7% |