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 · EIN 90-0116073 | Advisory (Plan) | $15,011 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,930 | $60,795-12.9% | $69,455-23.8% | $65,185-18.8% |
| Participation rate | 65.9% | 74.9%-9.0pp | 74.6%-8.7pp | 70.2%-4.3pp |
| Annual return | 17.81% | 17.46%+0.4pp | 28.97%-11.2pp | 29.38%-11.6pp |
| Employer contribution / active EE | $2,841 | $2,452+15.9% | $2,779+2.2% | $2,177+30.5% |
| Participant deferral / active EE | $4,292 | $3,162+35.7% | $3,535+21.4% | $3,514+22.1% |
| Admin fee / account holder | $73 | $314-76.6% | $3,839-98.1% | $847-91.3% |