See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,752 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $18,364 |
FAIRCOURT PARTNERS, LLC1 year Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $10,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,834 | $55,416-19.1% | $75,972-41.0% | $77,643-42.3% |
| Participation rate | 91.1% | 63.6%+27.5pp | 69.1%+22.0pp | 70.6%+20.5pp |
| Annual return | 19.66% | 17.07%+2.6pp | 359.55%-339.9pp | 31.24%-11.6pp |
| Employer contribution / active EE | $1,601 | $1,788-10.4% | $2,685-40.4% | $2,726-41.3% |
| Participant deferral / active EE | $5,113 | $3,447+48.3% | $4,255+20.2% | $4,647+10.0% |
| Admin fee / account holder | $208 | $414-49.7% | $6,467-96.8% | $430-51.6% |