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 10-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 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $30,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,208 | $55,415-58.1% | $155,509-85.1% | $74,495-68.8% |
| Participation rate | 67.8% | 61.9%+5.9pp | 78.2%-10.4pp | 67.2%+0.6pp |
| Annual return | 13.93% | 268.50%-254.6pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,379 | $2,836-51.4% | $5,626-75.5% | $4,346-68.3% |
| Admin fee / account holder | $249 | $1,738-85.7% | $15,912-98.4% | $1,942-87.2% |