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 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $20,072 |
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 | $14,285 | $66,124-78.4% | $90,404-84.2% | $73,488-80.6% |
| Participation rate | 79.4% | 69.7%+9.7pp | 72.7%+6.7pp | 70.7%+8.7pp |
| Annual return | 17.22% | 17.65%-0.4pp | 1293.02%-1275.8pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,233 | $2,346-47.4% | $3,262-62.2% | $2,270-45.7% |
| Participant deferral / active EE | $2,027 | $3,039-33.3% | $3,963-48.9% | $3,740-45.8% |
| Admin fee / account holder | $148 | $396-62.7% | $5,611-97.4% | $513-71.2% |