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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,569 |
GRANITE GROUP BENEFITS LLC2+ years Service code 53 · EIN 02-0504319 | Insurance Commissions | $2,471 |
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 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 | $56,136 | $60,165-6.7% | $74,183-24.3% | $55,167+1.8% |
| Participation rate | 82.0% | 74.2%+7.8pp | 76.6%+5.4pp | 69.0%+13.0pp |
| Annual return | 4.35% | 10.00%-5.6pp | 17.74%-13.4pp | 169.23%-164.9pp |
| Employer contribution / active EE | $1,017 | $1,600-36.4% | $2,370-57.1% | $1,963-48.2% |
| Participant deferral / active EE | $3,823 | $2,973+28.6% | $3,550+7.7% | $3,054+25.2% |
| Admin fee / account holder | $311 | $419-25.8% | $5,586-94.4% | $504-38.2% |