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, LLC3 years Service code 27 · EIN 90-0116073 | Advisory (Plan) | $18,481 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,775 | $49,227+21.4% | $70,449-15.2% | $79,858-25.1% |
| Participation rate | 73.7% | 69.2%+4.5pp | 75.1%-1.4pp | 69.6%+4.1pp |
| Annual return | 12.71% | 30.06%-17.4pp | 109.03%-96.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $5,046 | $2,099+140.4% | $2,737+84.4% | $2,471+104.2% |
| Participant deferral / active EE | $7,200 | $2,768+160.1% | $3,709+94.1% | $3,740+92.5% |
| Admin fee / account holder | $93 | $2,878-96.8% | $3,845-97.6% | $5,306-98.3% |