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 |
|---|---|---|
VESTWELL5 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,554 | $57,281-76.3% | $86,612-84.4% | $75,163-82.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 9.68% | 2670.75%-2661.1pp | 591.07%-581.4pp | 160.62%-150.9pp |
| Employer contribution / active EE | $1,120 | $2,314-51.6% | $3,022-62.9% | $2,670-58.0% |
| Participant deferral / active EE | $1,434 | $3,318-56.8% | $4,438-67.7% | $4,125-65.2% |
| Admin fee / account holder | $353 | $4,112-91.4% | $5,614-93.7% | $5,651-93.8% |