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) | $40,215 |
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $28,230 |
STANDARD FINANCIAL GROUP7+ years Service code 19 | Securities Custodian | $16,423 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,264 | $58,320+99.4% | $86,436+34.5% | $66,914+73.8% |
| Participation rate | 96.3% | 78.6%+17.7pp | 80.3%+16.0pp | 69.8%+26.5pp |
| Annual return | -19.05% | -9.71%-9.3pp | 4394.89%-4413.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $3,074 | $2,615+17.5% | $3,769-18.4% | $2,544+20.8% |
| Participant deferral / active EE | $4,126 | $6,899-40.2% | $6,952-40.7% | $4,237-2.6% |
| Admin fee / account holder | $381 | $546-30.2% | $6,731-94.3% | $593-35.7% |