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 MGT Service code 26 · EIN 75-3204798 | Advisory (Participants) | $41,576 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,441 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,477 | $46,292-47.1% | $143,757-83.0% | $64,808-62.2% |
| Participation rate | 84.0% | 64.2%+19.8pp | 80.3%+3.7pp | 71.5%+12.5pp |
| Annual return | -15.43% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,154 | $1,910+12.8% | $4,951-56.5% | $2,506-14.0% |
| Participant deferral / active EE | $2,915 | $2,646+10.2% | $5,637-48.3% | $4,310-32.4% |
| Admin fee / account holder | $226 | $154+46.9% | $14,673-98.5% | $188+20.3% |