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 6-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 |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $200 |
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 | $21,732 | $84,936-74.4% | $111,297-80.5% | $79,386-72.6% |
| Participation rate | 90.6% | 75.9%+14.8pp | 77.3%+13.3pp | 70.7%+19.9pp |
| Annual return | 15.17% | 17.45%-2.3pp | 54.65%-39.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $673 | $1,979-66.0% | $2,731-75.4% | $2,427-72.3% |
| Participant deferral / active EE | $2,928 | $3,888-24.7% | $4,487-34.7% | $4,046-27.6% |
| Admin fee / account holder | $105 | $537-80.5% | $7,964-98.7% | $626-83.2% |