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 10-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 |
|---|---|---|
NEWSQUARE CAPITAL, LLC1 year Filed as: NEW SQUARE CAPITAL Service code 27 16 CAMPUS BLVD. · NEWTON SQUARE, PA 19073 | Advisory (Plan) | $17,267 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,488 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,201 | $64,909-8.8% | $82,313-28.1% | $62,292-5.0% |
| Participation rate | 89.6% | 74.9%+14.8pp | 76.9%+12.7pp | 69.5%+20.1pp |
| Annual return | 16.15% | 21.18%-5.0pp | 25.88%-9.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,414 | $1,676+44.0% | $2,428-0.6% | $2,042+18.2% |
| Participant deferral / active EE | $5,311 | $3,103+71.1% | $3,706+43.3% | $3,169+67.6% |
| Admin fee / account holder | $115 | $440-73.8% | $5,608-97.9% | $479-76.0% |