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 7-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 |
|---|---|---|
VESTWELL1+ years Service code 13 · EIN 81-3062212 550 7TH AVENUE FL 14 · NEW YORK, NY 10018 | Contract Administrator | $14,051 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,663 | $89,652-75.8% | $141,162-84.7% | $65,185-66.8% |
| Participation rate | 91.0% | 74.7%+16.3pp | 82.5%+8.5pp | 70.2%+20.8pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $4,485 | $3,065+46.3% | $4,735-5.3% | $2,177+106.0% |
| Participant deferral / active EE | $8,965 | $5,691+57.5% | $6,709+33.6% | $3,514+155.1% |
| Admin fee / account holder | $90 | $569-84.2% | $10,261-99.1% | $847-89.4% |