See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP3 years Filed as: CORNERSTONE ADVISORY LLP Service code 27 · EIN 74-3193386 | Advisory (Plan) | $36,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,009 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,750 | $56,152-11.4% | $185,823-73.2% | $73,409-32.2% |
| Participation rate | 95.7% | 67.6%+28.1pp | 78.0%+17.7pp | 72.2%+23.5pp |
| Annual return | 19.13% | 17.59%+1.5pp | 35.95%-16.8pp | 59.29%-40.2pp |
| Employer contribution / active EE | $690 | $1,532-55.0% | $4,087-83.1% | $2,234-69.1% |
| Participant deferral / active EE | $3,830 | $3,659+4.7% | $5,632-32.0% | $3,805+0.6% |
| Admin fee / account holder | $102 | $132-22.6% | $9,500-98.9% | $158-35.3% |