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 |
|---|---|---|
VESTWELL2+ years Service code 13 · EIN 81-3062212 550 7TH AVENUE FL 14 · NEW YORK, NY 10018 | Contract Administrator | $16,524 |
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 | $36,494 | $99,957-63.5% | $149,696-75.6% | $73,488-50.3% |
| Participation rate | 92.7% | 75.7%+17.0pp | 82.5%+10.2pp | 70.7%+22.0pp |
| Annual return | 36.58% | 53.87%-17.3pp | 276.60%-240.0pp | 28.51%+8.1pp |
| Employer contribution / active EE | $5,247 | $3,191+64.4% | $4,644+13.0% | $2,270+131.1% |
| Participant deferral / active EE | $11,065 | $6,073+82.2% | $6,842+61.7% | $3,740+195.9% |
| Admin fee / account holder | $144 | $551-73.9% | $9,309-98.5% | $513-72.0% |