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., I Service code 28 · EIN 75-3204798 74 W BROAD ST STE 340 · BETHLEHM, PA 18018 | Investment Management | $19,526 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,019 | $95,542+2.6% | $69,455+41.1% | $67,579+45.0% |
| Participation rate | 99.2% | 79.4%+19.9pp | 74.6%+24.6pp | 71.3%+28.0pp |
| Annual return | 16.73% | 17.67%-0.9pp | 28.97%-12.2pp | 378.56%-361.8pp |
| Employer contribution / active EE | $3,416 | $2,989+14.3% | $2,779+22.9% | $2,148+59.0% |
| Participant deferral / active EE | $3,632 | $3,263+11.3% | $3,535+2.7% | $3,539+2.6% |
| Admin fee / account holder | $504 | $90+460.5% | $3,839-86.9% | $142+253.9% |