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 |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT5+ years Filed as: CORNERSTONE INSTITUTIONAL Service code 26 · EIN 23-2933229 | Advisory (Participants) | $31,221 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $5,926 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,606 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,469 | $65,376-2.9% | $87,100-27.1% | $65,185-2.6% |
| Participation rate | 74.8% | 75.3%-0.6pp | 76.9%-2.1pp | 70.2%+4.6pp |
| Annual return | 24.00% | 31.27%-7.3pp | 28.19%-4.2pp | 29.38%-5.4pp |
| Employer contribution / active EE | $864 | $1,822-52.6% | $2,521-65.7% | $2,177-60.3% |
| Participant deferral / active EE | $4,076 | $3,388+20.3% | $4,049+0.7% | $3,514+16.0% |
| Admin fee / account holder | $407 | $520-21.8% | $7,497-94.6% | $847-52.0% |