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 |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $10,544 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,712 | $101,317-38.1% | $146,958-57.3% | $74,495-15.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.01% | 8730.91%-8713.9pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,732 | $3,810-2.1% | $4,933-24.4% | $2,623+42.3% |
| Participant deferral / active EE | $7,609 | $7,303+4.2% | $8,070-5.7% | $4,346+75.1% |
| Admin fee / account holder | $56 | $1,739-96.8% | $12,998-99.6% | $1,942-97.1% |