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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.
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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 GROUP5 years Filed as: CORNERSTONE ADVISORY LLP Service code 27 · EIN 74-3193386 | Advisory (Plan) | $49,747 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,314 | $63,321-50.5% | $68,791-54.5% | $77,904-59.8% |
| Participation rate | 36.7% | 71.1%-34.4pp | 69.0%-32.3pp | 73.7%-36.9pp |
| Annual return | -14.73% | -6.50%-8.2pp | -6.38%-8.3pp | 12.21%-26.9pp |
| Employer contribution / active EE | $37 | $2,794-98.7% | $2,655-98.6% | $2,848-98.7% |
| Participant deferral / active EE | $1,795 | $4,029-55.5% | $3,941-54.5% | $4,806-62.7% |
| Admin fee / account holder | $61 | $104-41.9% | $4,932-98.8% | $133-54.3% |