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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $477,842 |
FAIRCOURT PARTNERS, LLC5+ years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $442,193 |
VALEO FINANCIAL ADVISORS LLC2 years Filed as: VALEO FINANCIAL ADVISORS Service code 28 · EIN 03-0519130 | Investment Management | $15,641 |
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 | $105,474 | $59,339+77.7% | $149,673-29.5% | $103,482+1.9% |
| Participation rate | 97.4% | 70.2%+27.2pp | 78.8%+18.6pp | 73.3%+24.1pp |
| Annual return | 29.72% | 77.78%-48.1pp | 134.42%-104.7pp | 33.11%-3.4pp |
| Employer contribution / active EE | $6,871 | $2,178+215.5% | $4,818+42.6% | $3,208+114.2% |
| Participant deferral / active EE | $6,301 | $3,716+69.6% | $5,680+10.9% | $5,207+21.0% |
| Admin fee / account holder | $127 | $103+22.8% | $13,210-99.0% | $114+10.9% |