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 4-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 |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $35,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,944 | $30,588-90.4% | $53,898-94.5% | $85,563-96.6% |
| Participation rate | 66.6% | 26.3%+40.2pp | 55.0%+11.6pp | 66.0%+0.6pp |
| Annual return | 24.14% | 50.42%-26.3pp | 528.60%-504.5pp | 31.51%-7.4pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $919 | $848+8.4% | $1,826-49.7% | $4,375-79.0% |
| Admin fee / account holder | $148 | $1,879-92.1% | $2,491-94.0% | $834-82.2% |