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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.
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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 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $26,091 |
Employer 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 | $5,127 | $65,241-92.1% | $126,539-95.9% | $85,563-94.0% |
| Participation rate | 100.0% | 48.6%+51.4pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 42.29% | 42.19%+0.1pp | 425.95%-383.7pp | 31.51%+10.8pp |
| Employer contribution / active EE | $49 | $1,937-97.5% | $3,674-98.7% | $2,654-98.2% |
| Participant deferral / active EE | $2,013 | $3,032-33.6% | $4,083-50.7% | $4,375-54.0% |
| Admin fee / account holder | $106 | $1,031-89.7% | $6,065-98.2% | $834-87.3% |