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, LLC5 years Filed as: NEWSQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $19,666 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,069 | $65,435-25.0% | $86,677-43.4% | $66,914-26.7% |
| Participation rate | 90.1% | 75.5%+14.6pp | 76.6%+13.5pp | 69.8%+20.2pp |
| Annual return | -15.64% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,651 | $2,153+23.1% | $2,836-6.5% | $2,544+4.2% |
| Participant deferral / active EE | $5,124 | $4,100+25.0% | $4,656+10.1% | $4,237+20.9% |
| Admin fee / account holder | $96 | $642-85.0% | $7,493-98.7% | $593-83.8% |