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, LLC4 years Service code 27 · EIN 90-0116073 | Advisory (Plan) | $21,747 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,546 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $5,389 |
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 | $68,820 | $74,706-7.9% | $75,696-9.1% | $79,386-13.3% |
| Participation rate | 53.4% | 75.3%-22.0pp | 74.8%-21.4pp | 70.7%-17.3pp |
| Annual return | 12.58% | 18.52%-5.9pp | 104.53%-91.9pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,400 | $2,590-7.3% | $2,743-12.5% | $2,427-1.1% |
| Participant deferral / active EE | $3,593 | $3,533+1.7% | $3,821-6.0% | $4,046-11.2% |
| Admin fee / account holder | $110 | $374-70.6% | $3,619-97.0% | $626-82.4% |