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 ADVISORS4+ years Service code 27 1640 CORPORATE WOODS CIRCLE · UNIONTOWN, OH 44685 | Advisory (Plan) | $24,378 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $24,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,637 | $35,485+6.1% | $74,550-49.5% | $55,725-32.5% |
| Participation rate | 60.1% | 62.5%-2.4pp | 69.1%-9.0pp | 70.9%-10.8pp |
| Annual return | -4.49% | 0.72%-5.2pp | 32.53%-37.0pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,443 | $777+85.6% | $1,961-26.4% | $2,078-30.6% |
| Participant deferral / active EE | $1,127 | $2,181-48.3% | $3,108-63.7% | $3,356-66.4% |
| Admin fee / account holder | $115 | $114+0.9% | $5,060-97.7% | $115+0.2% |