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 |
|---|---|---|
VESTWELL6 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $64,660-100.0% | $81,812-100.0% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 72.3%-72.3pp | - |
| Annual return | 7.99% | 13.48%-5.5pp | 773.79%-765.8pp | - |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,912-100.0% | - |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,319-100.0% | - |
| Admin fee / account holder | $0 | $2,218-100.0% | $7,386-100.0% | - |