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 |
|---|---|---|
Filed as: CORNERSTONE BANK Service code 15 PO BOX 69 · YORK, NE 68467 | Recordkeeping | $11,057 |
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 | $37,794 | $49,227-23.2% | $70,449-46.4% | $79,858-52.7% |
| Participation rate | 81.4% | 69.2%+12.3pp | 75.1%+6.4pp | 69.6%+11.8pp |
| Annual return | 20.14% | 30.06%-9.9pp | 109.03%-88.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,046 | $2,099-50.2% | $2,737-61.8% | $2,471-57.7% |
| Participant deferral / active EE | $1,238 | $2,768-55.3% | $3,709-66.6% | $3,740-66.9% |
| Admin fee / account holder | $135 | $2,878-95.3% | $3,845-96.5% | $5,306-97.5% |