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, LLC1 year Service code 27 16 CAMPUS BLVD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $11,379 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $3,975 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,894 | $69,477-42.6% | $94,646-57.8% | $71,457-44.2% |
| Participation rate | 94.9% | 78.4%+16.5pp | 80.8%+14.1pp | 67.9%+27.0pp |
| Annual return | 27.51% | 29.66%-2.1pp | 156.71%-129.2pp | 28.85%-1.3pp |
| Employer contribution / active EE | $2,698 | $2,853-5.5% | $3,672-26.5% | $2,588+4.3% |
| Participant deferral / active EE | $9,708 | $7,345+32.2% | $7,418+30.9% | $4,289+126.4% |
| Admin fee / account holder | $122 | $1,210-89.9% | $7,231-98.3% | $1,587-92.3% |