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 6-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 | $26,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,216 | $65,061-61.2% | $143,757-82.5% | $66,914-62.3% |
| Participation rate | 69.9% | 65.2%+4.8pp | 80.3%-10.4pp | 69.8%+0.1pp |
| Annual return | -11.18% | -11.14%0pp | -0.04%-11.1pp | 1.58%-12.8pp |
| Employer contribution / active EE | $3,510 | $2,361+48.7% | $4,951-29.1% | $2,544+38.0% |
| Participant deferral / active EE | $7,166 | $2,919+145.5% | $5,637+27.1% | $4,237+69.1% |
| Admin fee / account holder | $152 | $502-69.6% | $14,673-99.0% | $593-74.3% |