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 |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT3+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 · EIN 23-2933229 | Advisory (Plan) | $32,414 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,947 |
STANDARD FINANCIAL GROUP3+ years Service code 19 | Securities Custodian | $7,619 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,150 | $61,214+40.7% | $83,333+3.4% | $56,287+53.1% |
| Participation rate | 96.9% | 72.6%+24.4pp | 77.8%+19.2pp | 69.9%+27.1pp |
| Annual return | 12.40% | 0.42%+12.0pp | 10.63%+1.8pp | -9.96%+22.4pp |
| Employer contribution / active EE | $2,137 | $1,925+11.0% | $3,379-36.8% | $2,111+1.2% |
| Participant deferral / active EE | $3,437 | $5,091-32.5% | $5,565-38.2% | $3,350+2.6% |
| Admin fee / account holder | $356 | $512-30.4% | $7,510-95.3% | $521-31.6% |