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 |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT3+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 17 · EIN 75-3204798 | Pension Consulting | $25,000 |
MORAVIAN COLLEGE1 year Service code 28 · EIN 24-0795460 | Investment Management | $9,601 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $290 |
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 | $109,955 | $74,552+47.5% | $62,995+74.5% | $69,631+57.9% |
| Participation rate | 88.8% | 78.3%+10.5pp | 74.8%+14.0pp | 70.7%+18.1pp |
| Annual return | 15.25% | 15.77%-0.5pp | 87.57%-72.3pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $4,578 | $2,929+56.3% | $2,759+65.9% | $2,032+125.3% |
| Participant deferral / active EE | $2,635 | $2,974-11.4% | $3,329-20.9% | $3,224-18.3% |
| Admin fee / account holder | $38 | $59-35.5% | $3,600-98.9% | $110-65.3% |