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 |
|---|---|---|
CORNERSTONE WEALTH GROUP5 years Service code 99 · EIN 82-2502694 | Other Fees | $20,000 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,022 | $64,119-50.1% | $112,228-71.5% | $66,914-52.1% |
| Participation rate | 90.3% | 68.5%+21.8pp | 75.1%+15.2pp | 69.8%+20.5pp |
| Annual return | -15.14% | -13.81%-1.3pp | 27.45%-42.6pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,427 | $3,005-19.3% | $3,635-33.2% | $2,544-4.6% |
| Participant deferral / active EE | $4,422 | $3,693+19.7% | $4,728-6.5% | $4,237+4.4% |
| Admin fee / account holder | $164 | $625-73.8% | $6,410-97.4% | $593-72.4% |