See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,543 |
FAIRCOURT PARTNERS, LLC1 year Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $13,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,672 | $70,879-41.2% | $189,557-78.0% | $79,386-47.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 119.79% | 20.70%+99.1pp | 64.17%+55.6pp | 116.85%+2.9pp |
| Employer contribution / active EE | $3,319 | $1,806+83.7% | $4,412-24.8% | $2,427+36.7% |
| Participant deferral / active EE | $8,844 | $4,081+116.7% | $6,174+43.2% | $4,046+118.6% |
| Admin fee / account holder | $155 | $647-76.1% | $9,807-98.4% | $626-75.3% |