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 5-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, LLC2 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $21,519 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,244 | $59,159-38.7% | $159,960-77.3% | $66,914-45.8% |
| Participation rate | 98.7% | 68.1%+30.5pp | 78.0%+20.7pp | 69.8%+28.9pp |
| Annual return | -15.25% | -12.26%-3.0pp | 408.60%-423.9pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,141 | $1,983+58.4% | $4,226-25.7% | $2,544+23.5% |
| Participant deferral / active EE | $9,007 | $4,395+105.0% | $6,182+45.7% | $4,237+112.6% |
| Admin fee / account holder | $160 | $591-72.9% | $8,698-98.2% | $593-73.0% |