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 |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 550 7TH AVE FL 14 · NEW YORK, NY 10018 | Contract Administrator | $17,240 |
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 15 · EIN 61-1607607 1675 BROADWAY SUITE 500 · DENVER, CO 80202 | Recordkeeping | $5,133 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,110 | $60,795-83.4% | $69,455-85.4% | $65,185-84.5% |
| Participation rate | 78.2% | 74.9%+3.3pp | 74.6%+3.6pp | 70.2%+8.0pp |
| Annual return | 23.17% | 17.46%+5.7pp | 28.97%-5.8pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,045 | $2,452-57.4% | $2,779-62.4% | $2,177-52.0% |
| Participant deferral / active EE | $1,687 | $3,162-46.6% | $3,535-52.3% | $3,514-52.0% |
| Admin fee / account holder | $119 | $314-62.1% | $3,839-96.9% | $847-86.0% |