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 |
|---|---|---|
VESTWELL2 years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $20,479 |
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 | $41,160 | $53,516-23.1% | $126,539-67.5% | $84,808-51.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 33.54% | 58.34%-24.8pp | 425.95%-392.4pp | 40.90%-7.4pp |
| Employer contribution / active EE | $3,074 | $1,535+100.3% | $3,674-16.3% | $2,631+16.8% |
| Participant deferral / active EE | $5,873 | $2,671+119.9% | $4,083+43.8% | $4,212+39.4% |
| Admin fee / account holder | $443 | $4,497-90.1% | $6,065-92.7% | $7,344-94.0% |