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, LLC4 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $56,966 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,557 | $62,624+14.3% | $177,989-59.8% | $77,643-7.8% |
| Participation rate | 98.9% | 66.8%+32.1pp | 77.1%+21.9pp | 70.6%+28.4pp |
| Annual return | 16.14% | 16.16%0pp | 294.48%-278.3pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,316 | $1,909+73.7% | $3,949-16.0% | $2,726+21.6% |
| Participant deferral / active EE | $9,146 | $4,219+116.8% | $6,276+45.7% | $4,647+96.8% |
| Admin fee / account holder | $261 | $386-32.4% | $10,363-97.5% | $430-39.4% |