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 7-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, LLC4 years Service code 99 · EIN 27-1238163 | Other Fees | $15,115 |
Service code 99 · EIN 71-0294708 | Other Fees | $4,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,019 | $89,808-57.7% | $100,383-62.1% | $77,671-51.1% |
| Participation rate | 46.6% | 81.2%-34.6pp | 81.5%-34.9pp | 70.6%-23.9pp |
| Annual return | 15.97% | 20.62%-4.7pp | 49.26%-33.3pp | 31.21%-15.2pp |
| Employer contribution / active EE | $1,980 | $3,039-34.8% | $3,944-49.8% | $2,726-27.4% |
| Participant deferral / active EE | $3,741 | $8,284-54.8% | $8,086-53.7% | $4,648-19.5% |
| Admin fee / account holder | $23 | $174-87.0% | $7,900-99.7% | $430-94.7% |