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 GROUP6 years Filed as: CORNERSTONE ADVISORY LLP Service code 27 · EIN 74-3193386 | Advisory (Plan) | $48,307 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,903 |
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 | $37,554 | $70,115-46.4% | $70,515-46.7% | $80,160-53.2% |
| Participation rate | 36.2% | 71.7%-35.4pp | 68.3%-32.1pp | 72.9%-36.7pp |
| Annual return | 17.06% | 134.51%-117.5pp | 32.77%-15.7pp | 40.38%-23.3pp |
| Employer contribution / active EE | $60 | $3,021-98.0% | $2,973-98.0% | $2,978-98.0% |
| Participant deferral / active EE | $1,938 | $4,495-56.9% | $4,567-57.6% | $5,017-61.4% |
| Admin fee / account holder | $63 | $112-43.7% | $6,412-99.0% | $145-56.4% |