Filed December 29, 2025 (most recent of 3 filings on file)
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 CAPITAL ADVISORS3+ years Service code 27 1640 CORPORATE WOODS CIRCLE · UNIONTOWN, OH 44685 | Advisory (Plan) | $25,120 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $22,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,102 | $48,064-24.9% | $78,778-54.2% | $69,631-48.2% |
| Participation rate | 57.4% | 61.6%-4.1pp | 69.2%-11.8pp | 70.7%-13.3pp |
| Annual return | 14.49% | 21.81%-7.3pp | 35.62%-21.1pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,191 | $744+60.2% | $1,986-40.0% | $2,032-41.4% |
| Participant deferral / active EE | $920 | $2,079-55.7% | $2,958-68.9% | $3,224-71.4% |
| Admin fee / account holder | $112 | $152-26.2% | $5,134-97.8% | $110+1.5% |