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, LLC6 years Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $130,366 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,372 | $82,978-14.0% | $130,231-45.2% | $74,419-4.1% |
| Participation rate | 91.7% | 73.7%+18.0pp | 76.3%+15.4pp | 70.7%+21.0pp |
| Annual return | 20.08% | 123.05%-103.0pp | 38.77%-18.7pp | 34.38%-14.3pp |
| Employer contribution / active EE | $2,568 | $3,391-24.3% | $4,126-37.8% | $2,637-2.6% |
| Participant deferral / active EE | $5,657 | $5,370+5.3% | $6,799-16.8% | $4,528+24.9% |
| Admin fee / account holder | $244 | $354-31.2% | $6,020-96.0% | $348-30.0% |