See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $26,075 |
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 | $14,078 | $63,745-77.9% | $98,442-85.7% | $79,386-82.3% |
| Participation rate | 79.2% | 69.9%+9.3pp | 73.3%+5.8pp | 70.7%+8.5pp |
| Annual return | 16.83% | 625.80%-609.0pp | 1492.73%-1475.9pp | 116.85%-100.0pp |
| Employer contribution / active EE | $1,232 | $2,557-51.8% | $2,960-58.4% | $2,427-49.2% |
| Participant deferral / active EE | $2,085 | $3,303-36.9% | $4,276-51.2% | $4,046-48.5% |
| Admin fee / account holder | $157 | $516-69.5% | $5,949-97.4% | $626-74.9% |