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, LLC7 years Filed as: NEWSQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $17,440 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,472 | $88,890-42.1% | $102,423-49.7% | $77,643-33.7% |
| Participation rate | 91.8% | 80.9%+10.9pp | 76.5%+15.3pp | 70.6%+21.2pp |
| Annual return | 16.44% | 24.98%-8.5pp | 29.32%-12.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,736 | $2,698+1.4% | $3,023-9.5% | $2,726+0.4% |
| Participant deferral / active EE | $5,556 | $5,145+8.0% | $5,053+9.9% | $4,647+19.5% |
| Admin fee / account holder | $71 | $235-70.0% | $9,451-99.3% | $430-83.6% |