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 4-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 |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $17,802 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,386 | $69,477-72.1% | $94,646-79.5% | $71,457-72.9% |
| Participation rate | 74.5% | 78.4%-4.0pp | 80.8%-6.4pp | 67.9%+6.5pp |
| Annual return | 54.76% | 29.66%+25.1pp | 156.71%-101.9pp | 28.85%+25.9pp |
| Employer contribution / active EE | $1,531 | $2,853-46.3% | $3,672-58.3% | $2,588-40.8% |
| Participant deferral / active EE | $4,163 | $7,345-43.3% | $7,418-43.9% | $4,289-2.9% |
| Admin fee / account holder | $191 | $1,210-84.2% | $7,231-97.4% | $1,587-87.9% |