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 |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $30,486 |
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 | $25,187 | $76,050-66.9% | $96,544-73.9% | $71,457-64.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 24.22% | 22.81%+1.4pp | 25.84%-1.6pp | 28.85%-4.6pp |
| Employer contribution / active EE | $810 | $2,244-63.9% | $2,965-72.7% | $2,588-68.7% |
| Participant deferral / active EE | $2,394 | $4,215-43.2% | $4,851-50.7% | $4,289-44.2% |
| Admin fee / account holder | $218 | $2,707-91.9% | $8,252-97.4% | $1,587-86.3% |