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 |
|---|---|---|
VESTWELL4 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $21,566 |
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 | $12,138 | $51,197-76.3% | $82,719-85.3% | $66,914-81.9% |
| Participation rate | 75.0% | 67.8%+7.2pp | 72.6%+2.4pp | 69.8%+5.2pp |
| Annual return | -17.65% | -9.64%-8.0pp | 701.18%-718.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,359 | $2,611-48.0% | $3,009-54.8% | $2,544-46.6% |
| Participant deferral / active EE | $2,282 | $3,458-34.0% | $4,395-48.1% | $4,237-46.1% |
| Admin fee / account holder | $161 | $416-61.3% | $5,329-97.0% | $593-72.9% |