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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 8-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 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $4,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,608 | $99,957-78.4% | $149,696-85.6% | $73,488-70.6% |
| Participation rate | 51.7% | 75.7%-24.0pp | 82.5%-30.8pp | 70.7%-19.0pp |
| Annual return | 89.71% | 53.87%+35.8pp | 276.60%-186.9pp | 28.51%+61.2pp |
| Employer contribution / active EE | $3,270 | $3,191+2.5% | $4,644-29.6% | $2,270+44.0% |
| Participant deferral / active EE | $4,340 | $6,073-28.5% | $6,842-36.6% | $3,740+16.1% |
| Admin fee / account holder | $61 | $551-88.9% | $9,309-99.3% | $513-88.1% |