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 |
|---|---|---|
GRANITE FINANCIAL PARTNERS10+ years Service code 26 · EIN 20-3917294 388 NASHUA ST. · MILFORD, NH 03055 | Advisory (Participants) | $47,480 |
BPAS10+ years Filed as: BPAS, INC. Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $44,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,200 | $31,310+137.0% | $53,898+37.7% | $74,304-0.1% |
| Participation rate | 44.2% | 30.7%+13.5pp | 55.0%-10.8pp | 60.3%-16.2pp |
| Annual return | -9.68% | 23.16%-32.8pp | 528.60%-538.3pp | 29.43%-39.1pp |
| Employer contribution / active EE | $531 | $450+18.1% | $932-43.0% | $2,241-76.3% |
| Participant deferral / active EE | $2,834 | $934+203.3% | $1,826+55.2% | $3,767-24.8% |
| Admin fee / account holder | $618 | $2,175-71.6% | $2,491-75.2% | $2,969-79.2% |