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 MANAGEMENT8 years Service code 15 · EIN 46-3304246 | Recordkeeping | $62,550 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,337 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,747 | $45,031+10.5% | $84,966-41.5% | $77,643-35.9% |
| Participation rate | 95.5% | 48.7%+46.8pp | 67.5%+28.0pp | 70.6%+24.9pp |
| Annual return | 11.99% | 79.22%-67.2pp | 66.38%-54.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $573 | $1,609-64.4% | $2,727-79.0% | $2,726-79.0% |
| Participant deferral / active EE | $3,848 | $2,807+37.1% | $4,519-14.8% | $4,647-17.2% |
| Admin fee / account holder | $142 | $912-84.4% | $6,149-97.7% | $430-66.9% |