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 MGMT8+ years Filed as: CORNERSTONE INSTITUTIONAL Service code 26 · EIN 23-2933229 | Advisory (Participants) | $45,000 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $7,060 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,214 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,142 | $65,435+8.7% | $86,677-17.9% | $66,914+6.3% |
| Participation rate | 75.6% | 75.5%+0.1pp | 76.6%-1.0pp | 69.8%+5.8pp |
| Annual return | -17.61% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,042 | $2,153-51.6% | $2,836-63.3% | $2,544-59.0% |
| Participant deferral / active EE | $5,226 | $4,100+27.5% | $4,656+12.2% | $4,237+23.3% |
| Admin fee / account holder | $423 | $642-34.1% | $7,493-94.4% | $593-28.7% |