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 9-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, LLC2 years Service code 15 · EIN 27-1238163 | Recordkeeping | $29,039 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,345 |
ADP BROKER-DEALER2 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 | $47,149 | $84,487-44.2% | $125,339-62.4% | $66,914-29.5% |
| Participation rate | 81.6% | 76.4%+5.2pp | 82.4%-0.7pp | 69.8%+11.8pp |
| Annual return | -14.64% | -8.39%-6.2pp | 572.05%-586.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,048 | $3,553-42.3% | $4,814-57.4% | $2,544-19.5% |
| Participant deferral / active EE | $6,926 | $6,781+2.1% | $7,446-7.0% | $4,237+63.5% |
| Admin fee / account holder | $132 | $685-80.7% | $10,010-98.7% | $593-77.8% |