See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GRANITE GROUP ADVISORS, LLC1+ years Filed as: GRANITE GROUP USA Service code 27 187 DANBURY RD · WILTON, CT 06897 | Advisory (Plan) | $167,273 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $41,489 |
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.
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 | $164,968 | $62,561+163.7% | $105,218+56.8% | $52,331+215.2% |
| Participation rate | 92.1% | 70.4%+21.8pp | 77.2%+14.9pp | 68.1%+24.0pp |
| Annual return | -1.72% | 8.71%-10.4pp | 5.33%-7.1pp | 4.54%-6.3pp |
| Employer contribution / active EE | $17,144 | $2,137+702.1% | $3,255+426.7% | $1,882+811.1% |
| Participant deferral / active EE | $11,780 | $3,355+251.1% | $4,867+142.1% | $3,022+289.8% |
| Admin fee / account holder | $904 | $198+355.4% | $6,992-87.1% | $592+52.8% |