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 MGMT2+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 22 74 WEST BROAD STREET, SUITE 340 · BETHLEHEM, PA 18018 | Insurance Broker | $27,244 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Shareholder servicing fees; Custodial... | $6,740 |
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 | $115,620 | $60,349+91.6% | $74,183+55.9% | $62,891+83.8% |
| Participation rate | 85.4% | 72.7%+12.7pp | 76.6%+8.8pp | 69.3%+16.1pp |
| Annual return | 6.46% | 21.37%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,274 | $1,680-24.2% | $2,370-46.2% | $2,281-44.1% |
| Participant deferral / active EE | $3,207 | $2,856+12.3% | $3,550-9.6% | $3,203+0.1% |
| Admin fee / account holder | $322 | $4,261-92.5% | $5,586-94.2% | $4,296-92.5% |