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 10-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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $26,908 |
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $20,472 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,947 | $57,610-39.3% | $154,803-77.4% | $102,872-66.0% |
| Participation rate | 100.0% | 59.5%+40.5pp | 78.1%+21.9pp | 73.0%+27.0pp |
| Annual return | 13.23% | 30.49%-17.3pp | 58.88%-45.7pp | 19.06%-5.8pp |
| Employer contribution / active EE | $2,845 | $1,883+51.1% | $4,305-33.9% | $3,526-19.3% |
| Participant deferral / active EE | $1,628 | $2,914-44.1% | $5,540-70.6% | $5,535-70.6% |
| Admin fee / account holder | $19 | $368-95.0% | $14,329-99.9% | $292-93.6% |