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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.
See the 6-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 year Service code 13 · EIN 81-3062212 360 MADISON AVENUE 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $20,214 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,737 | $108,719-74.5% | $101,326-72.6% | $85,563-67.6% |
| Participation rate | 88.8% | 80.9%+8.0pp | 81.5%+7.4pp | 66.0%+22.9pp |
| Annual return | 168.01% | 20.95%+147.1pp | 36.82%+131.2pp | 31.51%+136.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $8,948 | $8,545+4.7% | $7,994+11.9% | $4,375+104.5% |
| Admin fee / account holder | $85 | $685-87.6% | $11,185-99.2% | $834-89.9% |