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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $83,781 |
CORNERSTONE PLANNING GROUP5 years Service code 99 · EIN 20-8315014 | Other Fees | $41,167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,238 | $54,193-49.7% | $93,606-70.9% | $77,643-64.9% |
| Participation rate | 83.5% | 63.9%+19.5pp | 68.7%+14.8pp | 70.6%+12.9pp |
| Annual return | 14.75% | 30.54%-15.8pp | 133.20%-118.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,864 | $3,144+22.9% | $4,411-12.4% | $4,647-16.9% |
| Admin fee / account holder | $127 | $576-77.9% | $8,285-98.5% | $430-70.5% |