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 |
|---|---|---|
CORNERSTONE WEALTH GROUP1 year Filed as: CORNERSTONE WEALTH MANAGEMENT, LLC Service code 21 · EIN 20-3634736 | Bank Trustee | $11,211 |
NATIONWIDE1 year Service code 15 · EIN 31-1592130 | Recordkeeping | $4,224 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 | Contract Administrator | $3,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,126 | $64,119-51.5% | $112,228-72.3% | $66,914-53.5% |
| Participation rate | 24.6% | 68.5%-43.9pp | 75.1%-50.5pp | 69.8%-45.2pp |
| Annual return | -14.68% | -13.81%-0.9pp | 27.45%-42.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $950 | $3,005-68.4% | $3,635-73.9% | $2,544-62.6% |
| Participant deferral / active EE | $1,589 | $3,693-57.0% | $4,728-66.4% | $4,237-62.5% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |