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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,169 |
FAIRCOURT PARTNERS, LLC1 year Service code 15 · EIN 82-4882966 | Recordkeeping | $13,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,389 | $44,764-9.8% | $68,791-41.3% | $64,808-37.7% |
| Participation rate | 91.3% | 64.8%+26.5pp | 69.0%+22.3pp | 71.5%+19.8pp |
| Annual return | -12.41% | -10.91%-1.5pp | -6.38%-6.0pp | 32.82%-45.2pp |
| Employer contribution / active EE | $514 | $1,775-71.0% | $2,655-80.6% | $2,506-79.5% |
| Participant deferral / active EE | $4,076 | $3,238+25.9% | $3,941+3.4% | $4,310-5.4% |
| Admin fee / account holder | $153 | $151+1.4% | $4,932-96.9% | $188-18.3% |