See peer percentile detail with Solo.
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 7-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 |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $29,578 |
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 | $1,127 | $26,114-95.7% | $58,482-98.1% | $74,419-98.5% |
| Participation rate | 100.0% | 32.1%+67.9pp | 50.9%+49.1pp | 70.7%+29.3pp |
| Annual return | 14.82% | 32.51%-17.7pp | 4239.32%-4224.5pp | 34.38%-19.6pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $521 | $1,075-51.5% | $1,924-72.9% | $4,528-88.5% |
| Admin fee / account holder | $65 | $649-90.0% | $2,516-97.4% | $348-81.4% |