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 3-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 | $16,133 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,443 | $176,947-98.1% | $91,541-96.2% | - |
| Participation rate | 81.8% | 61.8%+20.0pp | 69.8%+12.0pp | - |
| Annual return | 18.21% | 15.13%+3.1pp | 20.50%-2.3pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,505-100.0% | - |
| Participant deferral / active EE | $1,578 | $4,114-61.7% | $4,008-60.6% | - |
| Admin fee / account holder | $161 | $22,209-99.3% | $6,956-97.7% | - |