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, LLC3 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $29,361 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,185 |
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 | $58,664 | $56,638+3.6% | $169,368-65.4% | $74,419-21.2% |
| Participation rate | 99.6% | 67.5%+32.1pp | 77.1%+22.5pp | 70.7%+28.9pp |
| Annual return | 61.70% | 24.75%+36.9pp | 405.60%-343.9pp | 34.38%+27.3pp |
| Employer contribution / active EE | $3,341 | $2,027+64.9% | $4,013-16.7% | $2,637+26.7% |
| Participant deferral / active EE | $9,340 | $4,223+121.2% | $6,221+50.1% | $4,528+106.3% |
| Admin fee / account holder | $178 | $307-41.9% | $9,003-98.0% | $348-48.8% |