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 Service code 15 · EIN 46-3304246 | Recordkeeping | $6,286 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,077 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,682 | $36,767-49.2% | $81,478-77.1% | $62,292-70.0% |
| Participation rate | 67.2% | 54.4%+12.8pp | 68.0%-0.7pp | 69.5%-2.3pp |
| Annual return | 5.02% | 173.80%-168.8pp | 38.78%-33.8pp | 28.90%-23.9pp |
| Employer contribution / active EE | $184 | $1,128-83.7% | $2,568-92.8% | $2,042-91.0% |
| Participant deferral / active EE | $1,489 | $2,111-29.4% | $3,537-57.9% | $3,169-53.0% |
| Admin fee / account holder | $85 | $797-89.3% | $4,561-98.1% | $479-82.2% |