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 3-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 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $4,478 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,631 | $34,934-86.7% | $56,411-91.8% | $74,495-93.8% |
| Participation rate | 98.7% | 32.8%+65.9pp | 52.5%+46.2pp | 67.2%+31.5pp |
| Annual return | 25.12% | 25.94%-0.8pp | 1701.33%-1676.2pp | 1364.94%-1339.8pp |
| Employer contribution / active EE | $1,064 | $609+74.7% | $1,039+2.4% | $2,623-59.4% |
| Participant deferral / active EE | $1,119 | $1,170-4.4% | $1,952-42.7% | $4,346-74.3% |
| Admin fee / account holder | $48 | $2,364-98.0% | $2,829-98.3% | $1,942-97.5% |