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 |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $4,478 |
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 | $16,719 | $65,435-74.4% | $86,677-80.7% | $66,914-75.0% |
| Participation rate | 93.8% | 75.5%+18.3pp | 76.6%+17.2pp | 69.8%+23.9pp |
| Annual return | -13.51% | -10.89%-2.6pp | 35.91%-49.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $765 | $2,153-64.4% | $2,836-73.0% | $2,544-69.9% |
| Participant deferral / active EE | $3,137 | $4,100-23.5% | $4,656-32.6% | $4,237-26.0% |
| Admin fee / account holder | $93 | $642-85.6% | $7,493-98.8% | $593-84.4% |