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 MGMT2+ years Filed as: CORNERSTONE NATIONAL BANK TRUST CO Service code 52 ONE WEST NORTHWEST HWY · PALATINE, IL 60067 | Indirect Investment Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,288 | $78,705-42.5% | $117,854-61.6% | $70,131-35.4% |
| Participation rate | 77.2% | 73.2%+4.0pp | 79.7%-2.5pp | 69.5%+7.6pp |
| Annual return | 12.70% | 23.30%-10.6pp | 335.08%-322.4pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $269 | $5,065-94.7% | $8,020-96.6% | $4,645-94.2% |