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.
See the 10-year trajectory. $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 |
|---|---|---|
THRIVE WEALTH MANAGEMENT1 year Filed as: THRIVE WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-3304246 | Advisory (Participants) | $48,801 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,162 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 49 · EIN 23-3044062 | Other Services | $1,739 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $270 |
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 | $100,354 | $100,923-0.6% | $150,045-33.1% | $74,304+35.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 24.33% | 51.77%-27.4pp | 62.55%-38.2pp | 29.43%-5.1pp |
| Employer contribution / active EE | $4,224 | $3,463+22.0% | $4,693-10.0% | $2,241+88.5% |
| Participant deferral / active EE | $13,711 | $6,709+104.4% | $7,997+71.4% | $3,767+263.9% |
| Admin fee / account holder | $393 | $2,767-85.8% | $13,435-97.1% | $2,969-86.8% |