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 |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 360 MADISON AVE · NEW YORK, NY 10017 | Contract Administrator | $13,627 |
NAVALIGN WEALTH PARTNERS1 year Service code 16 · EIN 68-0494621 15910 VENTURA BLVD #1605 · ENCINO, CA 91436 | Consulting | $13,156 |
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 | $24,740 | $79,013-68.7% | $100,391-75.4% | $74,495-66.8% |
| Participation rate | 82.6% | 79.5%+3.2pp | 81.5%+1.2pp | 67.2%+15.4pp |
| Annual return | 17.46% | 20.41%-3.0pp | 49.20%-31.7pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,199 | $3,021-60.3% | $3,942-69.6% | $2,623-54.3% |
| Participant deferral / active EE | $4,682 | $7,760-39.7% | $8,082-42.1% | $4,346+7.7% |
| Admin fee / account holder | $206 | $1,320-84.4% | $7,899-97.4% | $1,942-89.4% |