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 | $64,705-1.3% | $62,929+1.5% | $67,986-6.1% |
| Participation rate | 82.3% | 65.6%+16.7pp | 73.1%+9.2pp | 57.2%+25.1pp |
| Annual return | 24.43% | 20.31%+4.1pp | 1063.93%-1039.5pp | 31.67%-7.2pp |
| Employer contribution / active EE | $2,045 | $2,376-13.9% | $2,505-18.3% | $2,019+1.3% |
| Participant deferral / active EE | $9,137 | $3,198+185.7% | $3,888+135.0% | $3,358+172.1% |
| Admin fee / account holder | $135 | $1,428-90.5% | $5,065-97.3% | $3,203-95.8% |