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, LLC7 years Service code 27 · EIN 90-0116073 | Advisory (Plan) | $26,384 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,511 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $6,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,391 | $69,763+10.9% | $67,502+14.6% | $74,495+3.9% |
| Participation rate | 53.7% | 71.4%-17.6pp | 72.9%-19.1pp | 67.2%-13.5pp |
| Annual return | 11.24% | -40.34%+51.6pp | 3512.12%-3500.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,754 | $2,704+1.8% | $2,731+0.8% | $2,623+5.0% |
| Participant deferral / active EE | $4,074 | $3,636+12.1% | $4,000+1.9% | $4,346-6.2% |
| Admin fee / account holder | $154 | $896-82.8% | $3,998-96.2% | $1,942-92.1% |