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, LLC2 years Filed as: NEWSQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $20,647 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,194 |
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 | $67,234 | $65,376+2.8% | $87,100-22.8% | $65,185+3.1% |
| Participation rate | 95.0% | 75.3%+19.7pp | 76.9%+18.1pp | 70.2%+24.8pp |
| Annual return | 25.12% | 31.27%-6.1pp | 28.19%-3.1pp | 29.38%-4.3pp |
| Employer contribution / active EE | $2,641 | $1,822+44.9% | $2,521+4.7% | $2,177+21.3% |
| Participant deferral / active EE | $5,616 | $3,388+65.7% | $4,049+38.7% | $3,514+59.8% |
| Admin fee / account holder | $124 | $520-76.2% | $7,497-98.4% | $847-85.4% |