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 |
|---|---|---|
FAIRCOURT PARTNERS, LLC4 years Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $134,643 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $63,211 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,302 | $89,904-10.7% | $453,369-82.3% | $86,799-7.5% |
| Participation rate | 81.1% | 75.7%+5.4pp | 78.0%+3.1pp | 72.3%+8.8pp |
| Annual return | 15.70% | 19.72%-4.0pp | 64.40%-48.7pp | 97.91%-82.2pp |
| Employer contribution / active EE | $2,266 | $3,279-30.9% | $4,070-44.3% | $2,405-5.8% |
| Participant deferral / active EE | $5,170 | $5,114+1.1% | $6,209-16.7% | $4,131+25.2% |
| Admin fee / account holder | $266 | $156+71.0% | $11,209-97.6% | $170+57.0% |