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 9-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 |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $33,675 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,813 | $82,202-69.8% | $125,339-80.2% | $64,808-61.7% |
| Participation rate | 96.1% | 77.9%+18.2pp | 82.4%+13.7pp | 71.5%+24.6pp |
| Annual return | -8.74% | 3.48%-12.2pp | 572.05%-580.8pp | 32.82%-41.6pp |
| Employer contribution / active EE | $3,002 | $3,615-17.0% | $4,814-37.6% | $2,506+19.8% |
| Participant deferral / active EE | $9,297 | $7,175+29.6% | $7,446+24.9% | $4,310+115.7% |
| Admin fee / account holder | $189 | $163+15.8% | $10,010-98.1% | $188+0.7% |