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 5-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 |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $22,106 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,439 | $60,323-46.2% | $81,812-60.3% | $74,495-56.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.93% | 16.90%-3.0pp | 773.79%-759.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,437 | $2,620-7.0% | $2,912-16.3% | $2,623-7.1% |
| Participant deferral / active EE | $3,940 | $3,387+16.3% | $4,319-8.8% | $4,346-9.3% |
| Admin fee / account holder | $378 | $1,486-74.6% | $7,386-94.9% | $1,942-80.5% |