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, LLC3 years Service code 15 · EIN 27-1238163 | Recordkeeping | $32,302 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,095 |
ADP BROKER-DEALER3 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 | $59,502 | $95,274-37.5% | $135,903-56.2% | $74,419-20.0% |
| Participation rate | 83.6% | 78.2%+5.4pp | 81.9%+1.7pp | 70.7%+12.9pp |
| Annual return | 28.34% | 32.77%-4.4pp | 68.23%-39.9pp | 34.38%-6.0pp |
| Employer contribution / active EE | $2,349 | $3,874-39.4% | $4,856-51.6% | $2,637-10.9% |
| Participant deferral / active EE | $7,941 | $7,782+2.0% | $7,758+2.4% | $4,528+75.4% |
| Admin fee / account holder | $136 | $266-49.0% | $10,762-98.7% | $348-61.0% |