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 INST. INVESTORS, LLC Service code 26 74 WEST BROAD STREET, STE 340 · BETHLEHEM, PA 18018 | Advisory (Participants) | $44,086 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,210 | $49,451+11.6% | $79,550-30.6% | $66,914-17.5% |
| Participation rate | 57.6% | 61.3%-3.8pp | 69.5%-11.9pp | 69.8%-12.3pp |
| Annual return | -16.70% | 84.25%-101.0pp | 0.16%-16.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,113 | $1,266-12.1% | $2,413-53.9% | $2,544-56.3% |
| Participant deferral / active EE | $4,814 | $3,159+52.4% | $3,985+20.8% | $4,237+13.6% |
| Admin fee / account holder | $394 | $595-33.8% | $6,832-94.2% | $593-33.7% |