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 |
|---|---|---|
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON LLP. Service code 10 · EIN 36-6055558 | Accounting | $13,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,938 |
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 | $26,089 | $54,320-52.0% | $67,652-61.4% | $52,331-50.1% |
| Participation rate | 92.4% | 73.6%+18.8pp | 75.7%+16.7pp | 68.1%+24.3pp |
| Annual return | 0.65% | 6.81%-6.2pp | 6625.04%-6624.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,151 | $1,544+39.3% | $2,266-5.0% | $1,882+14.3% |
| Participant deferral / active EE | $2,396 | $2,950-18.8% | $3,560-32.7% | $3,022-20.7% |
| Admin fee / account holder | $138 | $527-73.8% | $4,821-97.1% | $592-76.7% |