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 4-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 · NEWTON SQUARE, PA 19073 | Advisory (Plan) | $31,967 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $16,598 |
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 | $63,494 | $98,727-35.7% | $113,168-43.9% | $85,563-25.8% |
| Participation rate | 97.1% | 80.8%+16.3pp | 76.6%+20.6pp | 66.0%+31.2pp |
| Annual return | 32.72% | 17.43%+15.3pp | 24.27%+8.5pp | 31.51%+1.2pp |
| Employer contribution / active EE | $8,081 | $2,907+178.0% | $2,975+171.6% | $2,654+204.5% |
| Participant deferral / active EE | $12,045 | $5,424+122.1% | $5,107+135.9% | $4,375+175.3% |
| Admin fee / account holder | $131 | $357-63.2% | $12,068-98.9% | $834-84.3% |