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.
| Provider | Service type | Compensation |
|---|---|---|
VESTWELL2+ years Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $20,058 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,204 | $29,546-95.9% | $56,441-97.9% | $77,671-98.4% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 7.28% | 19.01%-11.7pp | 1704.21%-1696.9pp | 31.21%-23.9pp |
| Employer contribution / active EE | $274 | $568-51.8% | $1,039-73.7% | $2,726-90.0% |
| Participant deferral / active EE | $509 | $1,061-52.0% | $1,953-73.9% | $4,648-89.1% |
| Admin fee / account holder | $54 | $1,046-94.8% | $2,829-98.1% | $430-87.4% |