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 year Service code 10 · EIN 36-6055558 | Accounting | $19,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,613 |
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 | $36,155 | $64,909-44.3% | $82,313-56.1% | $62,292-42.0% |
| Participation rate | 99.1% | 74.9%+24.2pp | 76.9%+22.2pp | 69.5%+29.6pp |
| Annual return | 19.98% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $3,944 | $1,676+135.3% | $2,428+62.4% | $2,042+93.1% |
| Participant deferral / active EE | $3,105 | $3,1030% | $3,706-16.2% | $3,169-2.0% |
| Admin fee / account holder | $183 | $440-58.3% | $5,608-96.7% | $479-61.8% |