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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,051 |
FAIRCOURT PARTNERS, LLC5+ years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $31,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,253 | $95,880-76.8% | $107,525-79.3% | $85,563-74.0% |
| Participation rate | 35.2% | 70.1%-34.9pp | 75.1%-39.8pp | 66.0%-30.7pp |
| Annual return | 14.07% | 68.06%-54.0pp | 181.32%-167.2pp | 31.51%-17.4pp |
| Employer contribution / active EE | $1,269 | $3,812-66.7% | $3,754-66.2% | $2,654-52.2% |
| Participant deferral / active EE | $2,426 | $4,201-42.2% | $5,116-52.6% | $4,375-44.5% |
| Admin fee / account holder | $193 | $1,025-81.2% | $8,919-97.8% | $834-76.8% |