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) | $50,388 |
Service code 52 · EIN 01-0233346 | Indirect Investment Fees | $36,563 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $14,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,828 | $91,407+109.9% | $135,903+41.2% | $71,457+168.5% |
| Participation rate | 96.7% | 75.7%+21.0pp | 81.9%+14.8pp | 67.9%+28.7pp |
| Annual return | 18.71% | 29.90%-11.2pp | 68.23%-49.5pp | 28.85%-10.1pp |
| Employer contribution / active EE | $6,456 | $3,703+74.3% | $4,856+32.9% | $2,588+149.5% |
| Participant deferral / active EE | $11,457 | $7,092+61.5% | $7,758+47.7% | $4,289+167.1% |
| Admin fee / account holder | $393 | $1,266-68.9% | $10,762-96.3% | $1,587-75.2% |