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 Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $572,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | $419,384 |
VALEOFINANCIALADVISORS1 year Service code 26 · EIN 03-0519130 | Advisory (Participants) | $13,781 |
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 | $132,277 | $67,679+95.4% | $155,509-14.9% | $99,062+33.5% |
| Participation rate | 87.6% | 67.2%+20.4pp | 78.2%+9.4pp | 71.6%+16.0pp |
| Annual return | 41.17% | 16.16%+25.0pp | 64.67%-23.5pp | 17.66%+23.5pp |
| Employer contribution / active EE | $5,817 | $2,268+156.4% | $4,672+24.5% | $3,262+78.3% |
| Participant deferral / active EE | $6,107 | $3,828+59.5% | $5,626+8.6% | $5,331+14.6% |
| Admin fee / account holder | $123 | $94+31.6% | $15,912-99.2% | $109+13.1% |