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 8-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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,346 |
FAIRCOURT PARTNERS, LLC1 year Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $8,283 |
FOREST CAPITAL MANAGEMENT LLC2+ years Filed as: FOREST CAPITAL MANAGEMENT Service code 27 1 E WACKER DR · CHICAGO, IL 60045 | Advisory (Plan) | $7,683 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,807 | $64,286-11.6% | $106,387-46.6% | $55,725+1.9% |
| Participation rate | 76.5% | 75.2%+1.3pp | 77.5%-1.0pp | 70.9%+5.6pp |
| Annual return | 490.17% | 0.84%+489.3pp | 0.25%+489.9pp | 244.93%+245.2pp |
| Employer contribution / active EE | $874 | $2,367-63.1% | $3,520-75.2% | $2,078-57.9% |
| Participant deferral / active EE | $1,602 | $4,158-61.5% | $5,421-70.4% | $3,356-52.2% |
| Admin fee / account holder | $62 | $102-39.2% | $7,510-99.2% | $115-46.0% |