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 MGMT,LLC Service code 27 · EIN 75-3204798 | Advisory (Plan) | $37,875 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $24,210 |
STANDARD FINANCIAL GROUP4+ years Service code 19 | Securities Custodian | $12,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,033 | $58,655+74.0% | $91,989+10.9% | $65,185+56.5% |
| Participation rate | 97.8% | 75.3%+22.5pp | 78.6%+19.1pp | 70.2%+27.6pp |
| Annual return | 17.08% | 33.92%-16.8pp | 69.02%-51.9pp | 29.38%-12.3pp |
| Employer contribution / active EE | $2,196 | $2,080+5.5% | $3,452-36.4% | $2,177+0.9% |
| Participant deferral / active EE | $3,507 | $5,474-35.9% | $5,923-40.8% | $3,514-0.2% |
| Admin fee / account holder | $383 | $434-11.7% | $7,743-95.0% | $847-54.7% |