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 4-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 | $17,761 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,500 | $79,184-50.1% | $102,438-61.4% | $74,546-47.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 22.50% | 54.95%-32.5pp | 29.37%-6.9pp | 1366.03%-1343.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $13,075 | $4,414+196.2% | $5,054+158.7% | $4,347+200.8% |
| Admin fee / account holder | $146 | $2,001-92.7% | $9,448-98.5% | $1,944-92.5% |