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, LLC5 years Service code 27 · EIN 90-0116073 | Advisory (Plan) | $22,262 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,325 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $2,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,758 | $60,989-0.4% | $60,874-0.2% | $66,914-9.2% |
| Participation rate | 53.4% | 74.5%-21.0pp | 73.1%-19.7pp | 69.8%-16.4pp |
| Annual return | -12.51% | -9.60%-2.9pp | 16.90%-29.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $2,673 | $2,661+0.5% | $2,701-1.1% | $2,544+5.1% |
| Participant deferral / active EE | $3,956 | $3,615+9.4% | $3,817+3.6% | $4,237-6.6% |
| Admin fee / account holder | $113 | $338-66.5% | $3,224-96.5% | $593-80.9% |