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, LLC3 years Service code 27 16 CAMPUS BLVD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $20,790 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $2,907 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,957 | $88,634-19.9% | $101,326-30.0% | $74,304-4.5% |
| Participation rate | 96.9% | 76.9%+20.1pp | 81.5%+15.5pp | 60.3%+36.6pp |
| Annual return | 21.60% | 33.10%-11.5pp | 36.82%-15.2pp | 29.43%-7.8pp |
| Employer contribution / active EE | $5,248 | $2,930+79.1% | $3,665+43.2% | $2,241+134.1% |
| Participant deferral / active EE | $10,395 | $7,322+42.0% | $7,994+30.0% | $3,767+175.9% |
| Admin fee / account holder | $159 | $2,425-93.4% | $11,185-98.6% | $2,969-94.6% |