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.
| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1+ years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $33,623 |
Participant contribution per participant 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 | $351 | $122,186-99.7% | $146,958-99.8% | $199,593-99.8% |
| Participation rate | 95.9% | 78.3%+17.7pp | 82.2%+13.8pp | 72.0%+24.0pp |
| Annual return | 0.00% | 30.56%-30.6pp | 418.34%-418.3pp | 34.25%-34.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $374 | $8,502-95.6% | $8,070-95.4% | $5,087-92.7% |
| Admin fee / account holder | $11 | $179-93.9% | $12,998-99.9% | $269-96.0% |