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 5-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 |
|---|---|---|
VESTWELL4 years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,144 | $101,317-73.2% | $146,958-81.5% | $74,495-63.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.78% | 8730.91%-8713.1pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,057 | $7,303-58.1% | $8,070-62.1% | $4,346-29.7% |
| Admin fee / account holder | $145 | $1,739-91.7% | $12,998-98.9% | $1,942-92.5% |