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 10-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 |
|---|---|---|
NEWSQUARE CAPITAL, LLC6 years Filed as: NEWSQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $18,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,707 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,004 | $76,050-30.3% | $96,544-45.1% | $71,457-25.8% |
| Participation rate | 92.1% | 74.4%+17.7pp | 76.0%+16.1pp | 67.9%+24.2pp |
| Annual return | 20.21% | 22.81%-2.6pp | 25.84%-5.6pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,613 | $2,244+16.4% | $2,965-11.9% | $2,588+1.0% |
| Participant deferral / active EE | $5,441 | $4,215+29.1% | $4,851+12.2% | $4,289+26.9% |
| Admin fee / account holder | $95 | $2,707-96.5% | $8,252-98.8% | $1,587-94.0% |