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) | $31,694 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $28,722 |
STANDARD FINANCIAL GROUP5+ years Service code 19 | Securities Custodian | $13,479 |
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 | $109,075 | $66,813+63.3% | $100,516+8.5% | $73,488+48.4% |
| Participation rate | 92.1% | 77.5%+14.6pp | 79.4%+12.7pp | 70.7%+21.4pp |
| Annual return | 11.27% | 25.70%-14.4pp | 30.89%-19.6pp | 28.51%-17.2pp |
| Employer contribution / active EE | $2,169 | $2,147+1.0% | $3,418-36.5% | $2,270-4.5% |
| Participant deferral / active EE | $3,669 | $5,883-37.6% | $6,270-41.5% | $3,740-1.9% |
| Admin fee / account holder | $353 | $512-31.0% | $8,081-95.6% | $513-31.2% |