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 Service code 27 187 DANBURY RD · WILTON, CT 06897 | Advisory (Plan) | $85,799 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $29,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,768 | $74,089+91.3% | $133,980+5.8% | $55,167+157.0% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.1%+10.5pp | 69.0%+28.6pp |
| Annual return | 7.89% | 12.11%-4.2pp | 29.30%-21.4pp | 169.23%-161.3pp |
| Employer contribution / active EE | $13,731 | $3,064+348.2% | $5,211+163.5% | $1,963+599.7% |
| Participant deferral / active EE | $6,983 | $4,678+49.3% | $6,282+11.2% | $3,054+128.6% |
| Admin fee / account holder | $477 | $458+4.2% | $9,324-94.9% | $504-5.3% |