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) | $57,297 |
Service code 52 · EIN 01-0233346 | Indirect Investment Fees | $46,283 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $31,600 |
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 | $231,724 | $101,317+128.7% | $146,958+57.7% | $74,495+211.1% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.2%+16.8pp | 67.2%+31.7pp |
| Annual return | 14.11% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $7,462 | $3,810+95.8% | $4,933+51.3% | $2,623+184.5% |
| Participant deferral / active EE | $11,425 | $7,303+56.4% | $8,070+41.6% | $4,346+162.9% |
| Admin fee / account holder | $536 | $1,739-69.2% | $12,998-95.9% | $1,942-72.4% |