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 |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 27 74 W BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Plan) | $10,184 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,913 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,957 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,273 | $81,900-61.8% | $119,609-73.9% | $68,494-54.3% |
| Participation rate | 98.3% | 71.9%+26.4pp | 79.3%+19.1pp | 67.9%+30.4pp |
| Annual return | -15.16% | -23.82%+8.7pp | -14.97%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,433 | $2,693+27.5% | $4,232-18.9% | $2,596+32.2% |
| Participant deferral / active EE | $7,574 | $4,148+82.6% | $5,602+35.2% | $4,027+88.1% |
| Admin fee / account holder | $223 | $6,582-96.6% | $10,323-97.8% | $5,403-95.9% |