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 Service code 26 | Advisory (Participants) | $48,322 |
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 26 · EIN 75-3204798 | Advisory (Participants) | $48,322 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,349 |
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 | $84,900 | $76,050+11.6% | $96,544-12.1% | $71,457+18.8% |
| Participation rate | 71.9% | 74.4%-2.5pp | 76.0%-4.1pp | 67.9%+4.0pp |
| Annual return | 18.05% | 22.81%-4.8pp | 25.84%-7.8pp | 28.85%-10.8pp |
| Employer contribution / active EE | $945 | $2,244-57.9% | $2,965-68.1% | $2,588-63.5% |
| Participant deferral / active EE | $5,553 | $4,215+31.7% | $4,851+14.5% | $4,289+29.5% |
| Admin fee / account holder | $405 | $2,707-85.0% | $8,252-95.1% | $1,587-74.5% |