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 |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 | Contract Administrator | $35,610 |
Service code 55 2648 INTERNATIONAL BLVD · OAKLAND, CA 94601 | Other Commissions | $16,902 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,110 | $101,317-57.5% | $146,958-70.7% | $74,495-42.1% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 22.18% | 8730.91%-8708.7pp | 418.34%-396.2pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $3,655 | $3,810-4.1% | $4,933-25.9% | $2,623+39.4% |
| Participant deferral / active EE | $9,555 | $7,303+30.8% | $8,070+18.4% | $4,346+119.9% |
| Admin fee / account holder | $185 | $1,739-89.3% | $12,998-98.6% | $1,942-90.4% |