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 9-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, LLC5 years Service code 15 · EIN 27-1238163 | Recordkeeping | $54,019 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,807 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,066 | $119,446-16.2% | $150,045-33.3% | $85,563+17.0% |
| Participation rate | 82.6% | 75.4%+7.2pp | 82.3%+0.3pp | 66.0%+16.6pp |
| Annual return | 21.77% | 23.72%-2.0pp | 62.55%-40.8pp | 31.51%-9.7pp |
| Employer contribution / active EE | $4,247 | $4,078+4.1% | $4,693-9.5% | $2,654+60.0% |
| Participant deferral / active EE | $10,034 | $7,985+25.7% | $7,997+25.5% | $4,375+129.3% |
| Admin fee / account holder | $218 | $548-60.2% | $13,435-98.4% | $834-73.9% |