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, LLC7 years Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $155,058 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,796 | $89,588-8.7% | $136,007-39.9% | $77,643+5.3% |
| Participation rate | 90.8% | 74.3%+16.5pp | 76.5%+14.3pp | 70.6%+20.2pp |
| Annual return | 16.88% | 17.42%-0.5pp | 579.32%-562.4pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,454 | $3,491-29.7% | $4,217-41.8% | $2,726-10.0% |
| Participant deferral / active EE | $5,384 | $5,591-3.7% | $7,025-23.4% | $4,647+15.9% |
| Admin fee / account holder | $300 | $539-44.3% | $6,858-95.6% | $430-30.2% |