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 6-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) | $34,024 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,833 | $50,815-41.3% | $155,509-80.8% | $77,643-61.6% |
| Participation rate | 38.6% | 63.1%-24.5pp | 78.2%-39.6pp | 70.6%-32.0pp |
| Annual return | 33.13% | 34.80%-1.7pp | 64.67%-31.5pp | 31.24%+1.9pp |
| Employer contribution / active EE | $1,018 | $1,993-48.9% | $4,672-78.2% | $2,726-62.6% |
| Participant deferral / active EE | $2,127 | $2,822-24.6% | $5,626-62.2% | $4,647-54.2% |
| Admin fee / account holder | $111 | $437-74.6% | $15,912-99.3% | $430-74.2% |