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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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| Provider | Service type | Compensation |
|---|---|---|
KORNERSTONE, INC.2 years Filed as: KORNERSTONE INC DBA (K)ORNERSTONE 4 Service code 27 PO BOX 6189 · CHICO, CA 95927 | Advisory (Plan) | $17,301 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,999 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,451 | $72,607-49.8% | $90,749-59.8% | $66,914-45.5% |
| Participation rate | 61.7% | 73.7%-11.9pp | 75.7%-14.0pp | 69.8%-8.1pp |
| Annual return | -13.10% | -12.28%-0.8pp | -12.16%-0.9pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,464 | $2,369-38.2% | $2,921-49.9% | $2,544-42.4% |
| Participant deferral / active EE | $2,283 | $3,977-42.6% | $4,564-50.0% | $4,237-46.1% |
| Admin fee / account holder | $321 | $707-54.6% | $8,445-96.2% | $593-45.9% |