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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $70,736 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 74 W BROAD ST STE 340 · BETHLEHM, PA 18018 | Investment Management | $33,175 |
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 | $104,145 | $79,124+31.6% | $60,874+71.1% | $64,808+60.7% |
| Participation rate | 97.7% | 77.7%+20.0pp | 73.1%+24.6pp | 71.5%+26.3pp |
| Annual return | -11.79% | -7.13%-4.7pp | 16.90%-28.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $3,353 | $3,050+9.9% | $2,701+24.1% | $2,506+33.8% |
| Participant deferral / active EE | $3,555 | $3,725-4.6% | $3,817-6.8% | $4,310-17.5% |
| Admin fee / account holder | $406 | $106+283.9% | $3,224-87.4% | $188+116.0% |