See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 26 · EIN 75-3204798 | Advisory (Participants) | $58,229 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,036 |
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 | $103,692 | $79,171+31.0% | $102,423+1.2% | $74,495+39.2% |
| Participation rate | 74.7% | 74.8%-0.1pp | 76.5%-1.7pp | 67.2%+7.5pp |
| Annual return | 13.56% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,122 | $2,362-52.5% | $3,023-62.9% | $2,623-57.2% |
| Participant deferral / active EE | $5,895 | $4,415+33.5% | $5,053+16.7% | $4,346+35.6% |
| Admin fee / account holder | $530 | $2,001-73.5% | $9,451-94.4% | $1,942-72.7% |