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 3-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, LLC1 year Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $51,122 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $29,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,181 | $82,917-41.9% | $103,333-53.4% | $77,643-37.9% |
| Participation rate | 33.4% | 71.6%-38.1pp | 74.5%-41.1pp | 70.6%-37.2pp |
| Annual return | 26.62% | 19.13%+7.5pp | 24.88%+1.7pp | 31.24%-4.6pp |
| Employer contribution / active EE | $1,242 | $3,552-65.0% | $3,868-67.9% | $2,726-54.4% |
| Participant deferral / active EE | $2,630 | $4,108-36.0% | $5,057-48.0% | $4,647-43.4% |
| Admin fee / account holder | $218 | $638-65.9% | $8,355-97.4% | $430-49.4% |