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) | $28,122 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $26,952 |
STANDARD FINANCIAL GROUP8+ years Service code 19 | Securities Custodian | $9,230 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,789 | $69,477+89.7% | $94,646+39.2% | $71,457+84.4% |
| Participation rate | 98.5% | 78.4%+20.0pp | 80.8%+17.6pp | 67.9%+30.6pp |
| Annual return | 16.51% | 29.66%-13.2pp | 156.71%-140.2pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,617 | $2,853+26.8% | $3,672-1.5% | $2,588+39.8% |
| Participant deferral / active EE | $4,402 | $7,345-40.1% | $7,418-40.7% | $4,289+2.6% |
| Admin fee / account holder | $288 | $1,210-76.2% | $7,231-96.0% | $1,587-81.9% |