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 10-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, LLC3 years Service code 27 16 CAMPUS BLVD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $14,361 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $9,702 |
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 | $63,861 | $67,984-6.1% | $65,493-2.5% | $74,304-14.1% |
| Participation rate | 82.3% | 66.3%+16.0pp | 73.1%+9.2pp | 60.3%+21.9pp |
| Annual return | 24.43% | 19.87%+4.6pp | 982.45%-958.0pp | 29.43%-5.0pp |
| Employer contribution / active EE | $2,045 | $2,491-17.9% | $2,574-20.5% | $2,241-8.7% |
| Participant deferral / active EE | $9,137 | $3,346+173.0% | $3,961+130.7% | $3,767+142.5% |
| Admin fee / account holder | $135 | $1,373-90.2% | $5,028-97.3% | $2,969-95.4% |