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, LLC4 years Service code 15 · EIN 27-1238163 | Recordkeeping | $44,654 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,033 |
ADP BROKER-DEALER4 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 | $79,729 | $106,028-24.8% | $146,958-45.7% | $77,643+2.7% |
| Participation rate | 85.6% | 78.4%+7.2pp | 82.2%+3.5pp | 70.6%+15.0pp |
| Annual return | 17.27% | 56.73%-39.5pp | 418.34%-401.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $3,797 | $4,063-6.6% | $4,933-23.0% | $2,726+39.3% |
| Participant deferral / active EE | $9,579 | $7,990+19.9% | $8,070+18.7% | $4,647+106.1% |
| Admin fee / account holder | $198 | $337-41.3% | $12,998-98.5% | $430-54.0% |