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 9-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 MGMT1+ years Filed as: CORNERSTONE NATIONAL BANK TRUST CO Service code 52 ONE WEST NORTHWEST HWY · PALATINE, IL 60067 | Indirect Investment Fees | $25,638 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,671 | $69,977-43.3% | $108,579-63.5% | $62,891-36.9% |
| Participation rate | 83.7% | 72.9%+10.8pp | 79.6%+4.1pp | 69.3%+14.4pp |
| Annual return | 2.90% | 10.73%-7.8pp | -51.70%+54.6pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $310 | $5,076-93.9% | $7,645-95.9% | $4,296-92.8% |