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 | $10,366 |
Annual investment return 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 | $32,609 | $42,894-24.0% | $60,874-46.4% | $68,494-52.4% |
| Participation rate | 70.1% | 66.8%+3.3pp | 73.1%-3.0pp | 67.9%+2.2pp |
| Annual return | -19.14% | -13.98%-5.2pp | 16.90%-36.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $940 | $1,978-52.5% | $2,701-65.2% | $2,596-63.8% |
| Participant deferral / active EE | $924 | $2,867-67.8% | $3,817-75.8% | $4,027-77.1% |
| Admin fee / account holder | $149 | $3,101-95.2% | $3,224-95.4% | $5,403-97.2% |