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 4-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 |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $84,233 |
NEWSQUARE CAPITAL, LLC1+ years Service code 28 · EIN 27-1238163 | Investment Management | $46,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,718 | $185,342-73.2% | $111,297-55.3% | $86,799-42.7% |
| Participation rate | 72.9% | 81.0%-8.1pp | 77.3%-4.4pp | 72.3%+0.6pp |
| Annual return | -9.32% | 500.80%-510.1pp | 54.65%-64.0pp | 97.91%-107.2pp |
| Employer contribution / active EE | $763 | $2,246-66.0% | $2,731-72.1% | $2,405-68.3% |
| Participant deferral / active EE | $2,893 | $4,458-35.1% | $4,487-35.5% | $4,131-30.0% |
| Admin fee / account holder | $309 | $255+21.0% | $7,964-96.1% | $170+82.3% |