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 GROUP ADVISORS, LLC2+ years Filed as: GRANITE GROUP USA Service code 27 187 DANBURY RD · WILTON, CT 06897 | Advisory (Plan) | $155,814 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $49,619 |
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 | $180,334 | $56,171+221.0% | $108,745+65.8% | $55,167+226.9% |
| Participation rate | 88.0% | 70.7%+17.3pp | 77.7%+10.3pp | 69.0%+19.0pp |
| Annual return | 5.18% | 214.86%-209.7pp | 46.22%-41.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $17,744 | $2,153+724.1% | $3,323+434.0% | $1,963+804.1% |
| Participant deferral / active EE | $11,122 | $3,437+223.6% | $5,121+117.2% | $3,054+264.2% |
| Admin fee / account holder | $867 | $302+187.3% | $6,144-85.9% | $504+72.0% |