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 | $5,615 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,766 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,066 | $44,960-66.5% | $84,966-82.3% | $74,495-79.8% |
| Participation rate | 94.3% | 49.4%+44.9pp | 67.5%+26.8pp | 67.2%+27.1pp |
| Annual return | 10.68% | 26.24%-15.6pp | 66.38%-55.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $277 | $1,457-81.0% | $2,727-89.8% | $2,623-89.4% |
| Participant deferral / active EE | $1,888 | $2,731-30.9% | $4,519-58.2% | $4,346-56.6% |
| Admin fee / account holder | $51 | $2,209-97.7% | $6,149-99.2% | $1,942-97.4% |