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 | $101,499-38.2% | $147,005-57.3% | $74,546-15.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.01% | 8732.34%-8715.3pp | 418.76%-401.8pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $3,732 | $3,811-2.1% | $4,934-24.4% | $2,624+42.2% |
| Participant deferral / active EE | $7,609 | $7,304+4.2% | $8,070-5.7% | $4,347+75.0% |
| Admin fee / account holder | $56 | $1,748-96.8% | $13,006-99.6% | $1,944-97.1% |