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 ADVISORS ASSET MANAGEME Service code 26 74 W BROAD ST · BETHLEHEM, PA 18018 | Advisory (Participants) | $46,381 |
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,670 |
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 | $73,827 | $54,701+35.0% | $86,188-14.3% | $71,457+3.3% |
| Participation rate | 97.2% | 60.1%+37.1pp | 69.0%+28.2pp | 67.9%+29.2pp |
| Annual return | 15.68% | 20.06%-4.4pp | 1168.45%-1152.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,938 | $1,265+53.2% | $2,380-18.6% | $2,588-25.1% |
| Participant deferral / active EE | $7,852 | $3,108+152.6% | $3,985+97.0% | $4,289+83.1% |
| Admin fee / account holder | $426 | $1,922-77.8% | $6,852-93.8% | $1,587-73.1% |