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 FINANCIAL ADVISORS, LLC Service code 99 | Other Fees | $11,831 |
Filed as: CORNERSTONE FINANCIAL ADVISORS LLC Service code 22 · EIN 57-1191965 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,311 | $52,884+0.8% | $84,750-37.1% | $55,167-3.4% |
| Participation rate | 59.0% | 67.5%-8.5pp | 76.6%-17.6pp | 69.0%-10.0pp |
| Annual return | 9.32% | 18.03%-8.7pp | 22.78%-13.5pp | 169.23%-159.9pp |
| Employer contribution / active EE | $755 | $2,233-66.2% | $3,574-78.9% | $1,963-61.5% |
| Participant deferral / active EE | $3,327 | $2,644+25.8% | $3,712-10.4% | $3,054+8.9% |
| Admin fee / account holder | $165 | $581-71.6% | $5,332-96.9% | $504-67.2% |