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, LLC4+ years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $387,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | $369,615 |
Filed as: VALEO FINANCIAL ADVISORS Service code 28 · EIN 03-0519130 | Investment Management | $30,942 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $103,060 | $45,000+129.0% | $143,757-28.3% | $77,904+32.3% |
| Participation rate | 95.3% | 66.8%+28.5pp | 80.3%+15.0pp | 73.7%+21.6pp |
| Annual return | 15.91% | 29.03%-13.1pp | -0.04%+16.0pp | 12.21%+3.7pp |
| Employer contribution / active EE | $5,088 | $1,870+172.2% | $4,951+2.8% | $2,848+78.7% |
| Participant deferral / active EE | $5,615 | $3,157+77.9% | $5,637-0.4% | $4,806+16.8% |
| Admin fee / account holder | $142 | $98+44.2% | $14,673-99.0% | $133+7.1% |