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, LLC2 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $34,521 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,892 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,595 | $77,503-42.5% | $100,391-55.6% | $80,856-44.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.76% | 37.20%-22.4pp | 49.20%-34.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,740 | $2,801-37.9% | $3,942-55.9% | $2,755-36.8% |
| Participant deferral / active EE | $14,345 | $6,820+110.3% | $8,082+77.5% | $4,296+233.9% |
| Admin fee / account holder | $201 | $5,897-96.6% | $7,899-97.5% | $6,918-97.1% |